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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,131 | $49,280-38.9% | $67,313-55.2% | $64,173-53.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 7.41% | -1.39%+8.8pp | -4.08%+11.5pp | 7.63%-0.2pp |
| Employer contribution / active EE | $3,933 | $1,668+135.7% | $2,566+53.3% | $2,381+65.2% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $33 | $3,863-99.1% | $4,507-99.3% | $4,887-99.3% |