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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,382 | $42,367-21.2% | $79,583-58.1% | $64,824-48.5% |
| Participation rate | 98.2% | 64.7%+33.5pp | 69.5%+28.7pp | 71.5%+26.8pp |
| Annual return | 10.64% | -12.24%+22.9pp | 0.16%+10.5pp | 32.84%-22.2pp |
| Employer contribution / active EE | $1,971 | $1,181+67.0% | $2,414-18.3% | $2,507-21.4% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $3,986-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $6,835-100.0% | $188-100.0% |