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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,378 | $45,872-79.6% | $77,081-87.8% | $68,495-86.3% |
| Participation rate | 96.8% | 55.9%+40.9pp | 67.9%+28.9pp | 67.9%+28.9pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.33%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,572 | $1,650+116.5% | $2,813+27.0% | $2,596+37.6% |
| Participant deferral / active EE | $2,987 | $2,963+0.8% | $4,428-32.5% | $4,028-25.8% |
| Admin fee / account holder | $97 | $3,041-96.8% | $5,427-98.2% | $5,403-98.2% |