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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,183 | $86,938-61.8% | $102,423-67.6% | $80,925-59.0% |
| Participation rate | 92.5% | 72.4%+20.1pp | 76.5%+16.0pp | 67.7%+24.8pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.42%-29.4pp | 35.65%-35.6pp |
| Employer contribution / active EE | $7,471 | $2,369+215.3% | $3,023+147.1% | $2,756+171.0% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,053-100.0% | $9,455-100.0% | $6,940-100.0% |