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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,173 | $43,504+31.4% | $68,612-16.7% | $56,287+1.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.2%+27.8pp | 69.9%+30.1pp |
| Annual return | 21.33% | -3.15%+24.5pp | -4.63%+26.0pp | -9.96%+31.3pp |
| Employer contribution / active EE | $2,415 | $1,525+58.3% | $2,625-8.0% | $2,111+14.4% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,311-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $515-100.0% | $5,131-100.0% | $521-100.0% |