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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,972 | $55,684-56.9% | $75,900-68.4% | $72,976-67.2% |
| Participation rate | 80.8% | 61.1%+19.6pp | 69.3%+11.5pp | 69.5%+11.3pp |
| Annual return | 0.00% | 27.60%-27.6pp | 30.73%-30.7pp | 81.02%-81.0pp |
| Employer contribution / active EE | $2,562 | $1,687+51.9% | $2,501+2.4% | $2,440+5.0% |
| Participant deferral / active EE | $5,336 | $2,634+102.6% | $3,604+48.1% | $3,608+47.9% |
| Admin fee / account holder | $255 | $3,981-93.6% | $5,421-95.3% | $5,124-95.0% |