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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,981 | $33,780-40.9% | $74,549-73.2% | $75,289-73.5% |
| Participation rate | 87.1% | 62.7%+24.4pp | 69.1%+17.9pp | 72.4%+14.6pp |
| Annual return | 18.08% | -1.24%+19.3pp | 32.53%-14.5pp | -0.04%+18.1pp |
| Employer contribution / active EE | $1,319 | $845+56.0% | $1,961-32.8% | $2,405-45.2% |
| Participant deferral / active EE | $0 | $1,890-100.0% | $3,108-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $5,059-100.0% | $102-100.0% |