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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,811 | $88,707-45.0% | $74,184-34.2% | $273,972-82.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $7,992 | $3,159+153.0% | $2,370+237.2% | $4,869+64.2% |
| Participant deferral / active EE | $4,420 | $4,212+5.0% | $3,550+24.5% | $5,287-16.4% |
| Admin fee / account holder | $295 | $8,717-96.6% | $5,586-94.7% | $10,133-97.1% |