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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,097 | $54,162-59.2% | $68,612-67.8% | $64,173-65.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -5.41% | -1.62%-3.8pp | -4.63%-0.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $5,752 | $1,846+211.6% | $2,625+119.1% | $2,381+141.6% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,029-100.0% | $5,131-100.0% | $4,887-100.0% |