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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,369 | $42,910-31.6% | $60,919-51.8% | $68,490-57.1% |
| Participation rate | 92.8% | 66.8%+26.0pp | 73.1%+19.7pp | 67.9%+24.9pp |
| Annual return | 2.39% | -13.99%+16.4pp | 16.96%-14.6pp | -7.85%+10.2pp |
| Employer contribution / active EE | $626 | $1,978-68.3% | $2,704-76.8% | $2,597-75.9% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |