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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,245 | $103,949-74.8% | $69,182-62.1% | $273,972-90.4% |
| Participation rate | 83.3% | 67.4%+16.0pp | 55.1%+28.2pp | 83.0%+0.3pp |
| Annual return | 4.96% | 35.28%-30.3pp | -21.93%+26.9pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,874 | $1,783+5.1% | $1,206+55.4% | $4,869-61.5% |
| Participant deferral / active EE | $1,891 | $2,716-30.4% | $1,897-0.3% | $5,287-64.2% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |