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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,476 | $99,345-68.3% | $84,753-62.9% | $273,972-88.5% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $7,891 | $4,214+87.3% | $3,574+120.8% | $4,869+62.1% |
| Participant deferral / active EE | $5,465 | $4,270+28.0% | $3,712+47.2% | $5,287+3.4% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |