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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,189 | $44,764+27.8% | $68,803-16.9% | $64,824-11.8% |
| Participation rate | 96.5% | 64.8%+31.7pp | 69.0%+27.5pp | 71.5%+25.0pp |
| Annual return | 11.88% | -10.91%+22.8pp | -6.37%+18.2pp | 32.84%-21.0pp |
| Employer contribution / active EE | $1,383 | $1,775-22.1% | $2,656-47.9% | $2,507-44.8% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,942-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $151-99.9% | $4,936-100.0% | $188-100.0% |