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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,999 | $86,692-37.7% | $119,634-54.9% | $66,949-19.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | 2.81% | -8.00%+10.8pp | -14.98%+17.8pp | 1.57%+1.2pp |
| Employer contribution / active EE | $1,220 | $2,536-51.9% | $4,232-71.2% | $2,545-52.1% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $755-99.9% | $10,329-100.0% | $594-99.9% |