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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,202 | $103,949-82.5% | $69,182-73.7% | $273,972-93.4% |
| Participation rate | 80.0% | 67.4%+12.6pp | 55.1%+24.9pp | 83.0%-3.0pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,788 | $1,783+56.3% | $1,206+131.1% | $4,869-42.7% |
| Participant deferral / active EE | $11,294 | $2,716+315.8% | $1,897+495.4% | $5,287+113.6% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |