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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,343 | $153,311-72.4% | $109,313-61.3% | $273,972-84.5% |
| Participation rate | 87.5% | 80.1%+7.4pp | 71.3%+16.2pp | 83.0%+4.5pp |
| Annual return | 0.00% | 29.86%-29.9pp | 22.07%-22.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,169 | $5,619-43.6% | $3,892-18.6% | $4,869-34.9% |
| Participant deferral / active EE | $4,296 | $3,932+9.3% | $3,166+35.7% | $5,287-18.7% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |