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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,467 | $99,994-55.5% | $146,647-69.7% | $85,851-48.2% |
| Participation rate | 86.5% | 73.1%+13.4pp | 80.1%+6.4pp | 69.3%+17.2pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.75%-22.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $2,148 | $2,559-16.1% | $4,137-48.1% | $2,565-16.3% |
| Participant deferral / active EE | $3,976 | $4,006-0.7% | $5,506-27.8% | $3,952+0.6% |
| Admin fee / account holder | $158 | $7,703-97.9% | $10,281-98.5% | $6,261-97.5% |