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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,140 | $70,002-52.7% | $115,038-71.2% | $52,331-36.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 3.26% | 4.04%-0.8pp | 26.14%-22.9pp | 4.54%-1.3pp |
| Employer contribution / active EE | $2,217 | $2,715-18.3% | $4,608-51.9% | $1,882+17.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |