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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,535 | $27,330-46.8% | $67,704-78.5% | $55,191-73.7% |
| Participation rate | 77.2% | 47.5%+29.7pp | 67.5%+9.7pp | 69.2%+8.1pp |
| Annual return | 2.05% | 8.81%-6.8pp | 25.41%-23.4pp | 10.78%-8.7pp |
| Employer contribution / active EE | $1,040 | $855+21.6% | $2,559-59.4% | $1,899-45.2% |
| Participant deferral / active EE | $0 | $1,709-100.0% | $3,585-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $109-100.0% | $4,255-100.0% | $91-100.0% |