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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,203 | $80,177-54.8% | $123,894-70.8% | $57,658-37.2% |
| Participation rate | 92.8% | 74.4%+18.3pp | 81.4%+11.4pp | 70.2%+22.5pp |
| Annual return | 0.00% | 17.90%-17.9pp | 47.52%-47.5pp | 5.13%-5.1pp |
| Employer contribution / active EE | $5,456 | $2,913+87.3% | $4,617+18.2% | $1,974+176.4% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |