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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,525 | $66,302-22.3% | $110,243-53.3% | $56,289-8.5% |
| Participation rate | 98.0% | 74.9%+23.1pp | 79.8%+18.2pp | 69.9%+28.1pp |
| Annual return | 15.88% | -1.18%+17.1pp | 314.76%-298.9pp | -9.96%+25.8pp |
| Employer contribution / active EE | $3,036 | $2,047+48.3% | $3,827-20.7% | $2,111+43.8% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $10 | $698-98.6% | $8,548-99.9% | $521-98.1% |