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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,354 | $76,551-17.2% | $123,894-48.9% | $62,881+0.8% |
| Participation rate | 93.6% | 73.0%+20.6pp | 81.4%+12.2pp | 69.3%+24.3pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $21,489 | $2,882+645.5% | $4,617+365.5% | $2,281+842.1% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $264 | $4,826-94.5% | $8,357-96.8% | $4,296-93.9% |