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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,680 | $33,745-26.9% | $64,105-61.5% | $55,191-55.3% |
| Participation rate | 74.2% | 59.4%+14.8pp | 68.2%+6.0pp | 69.2%+5.0pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 10.78%-10.8pp |
| Employer contribution / active EE | $261 | $641-59.3% | $1,820-85.7% | $1,899-86.3% |
| Participant deferral / active EE | $817 | $1,929-57.7% | $2,822-71.0% | $3,046-73.2% |
| Admin fee / account holder | $186 | $94+96.9% | $4,499-95.9% | $91+104.6% |