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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,608 | $75,935-65.0% | $60,547-56.1% | $125,388-78.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 68.0%+12.0pp | 83.2%-3.2pp |
| Annual return | 0.05% | -5.38%+5.4pp | 335.64%-335.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,464 | $3,438-28.3% | $2,419+1.8% | $4,866-49.4% |
| Participant deferral / active EE | $4,311 | $4,506-4.3% | $3,328+29.6% | $5,352-19.4% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |