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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,455 | $72,486-9.7% | $87,103-24.9% | $72,976-10.3% |
| Participation rate | 77.5% | 72.8%+4.7pp | 76.9%+0.6pp | 69.5%+8.0pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $2,817 | $1,894+48.7% | $2,521+11.7% | $2,440+15.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |