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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,081 | $135,956-80.1% | $123,894-78.1% | $273,972-90.1% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,371 | $5,170-54.1% | $4,617-48.6% | $4,869-51.3% |
| Participant deferral / active EE | $4,698 | $6,343-25.9% | $5,984-21.5% | $5,287-11.2% |
| Admin fee / account holder | $118 | $9,817-98.8% | $8,357-98.6% | $10,133-98.8% |