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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,329 | $25,979-91.0% | $71,755-96.8% | $68,486-96.6% |
| Participation rate | 93.8% | 54.5%+39.3pp | 62.3%+31.4pp | 67.9%+25.9pp |
| Annual return | 11.70% | -15.10%+26.8pp | 9.09%+2.6pp | -7.85%+19.6pp |
| Employer contribution / active EE | $173 | $900-80.7% | $1,704-89.8% | $2,597-93.3% |
| Participant deferral / active EE | $457 | $1,522-70.0% | $2,656-82.8% | $4,028-88.7% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,972-100.0% | $5,404-100.0% |