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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,669 | $73,019-37.5% | $90,766-49.7% | $68,490-33.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 2.49% | -13.81%+16.3pp | -12.16%+14.6pp | -7.85%+10.3pp |
| Employer contribution / active EE | $4,490 | $2,193+104.8% | $2,922+53.7% | $2,597+72.9% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3 | $5,897-99.9% | $8,446-100.0% | $5,403-99.9% |