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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,483 | $62,583-62.5% | $76,767-69.4% | $64,173-63.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.96% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,272 | $1,832+24.0% | $2,485-8.6% | $2,381-4.6% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $146 | $4,667-96.9% | $6,675-97.8% | $4,887-97.0% |