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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,868 | $95,895-88.7% | $79,576-86.3% | $134,509-91.9% |
| Participation rate | 84.6% | 75.0%+9.6pp | 69.5%+15.1pp | 81.2%+3.4pp |
| Annual return | 23.49% | -2.72%+26.2pp | 0.15%+23.3pp | 418.13%-394.6pp |
| Employer contribution / active EE | $2,094 | $3,128-33.0% | $2,413-13.2% | $4,741-55.8% |
| Participant deferral / active EE | $4,019 | $4,693-14.4% | $3,985+0.9% | $6,400-37.2% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |