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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,117 | $77,816-65.2% | $123,552-78.1% | $64,173-57.7% |
| Participation rate | 96.9% | 74.7%+22.2pp | 82.3%+14.6pp | 69.6%+27.3pp |
| Annual return | -3.94% | 12.49%-16.4pp | 119.20%-123.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $3,581 | $3,014+18.8% | $4,628-22.6% | $2,381+50.4% |
| Participant deferral / active EE | $6,393 | $5,240+22.0% | $6,426-0.5% | $3,470+84.3% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,285-100.0% | $4,887-100.0% |