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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,450 | $84,527-53.3% | $67,711-41.7% | $125,393-68.5% |
| Participation rate | 82.4% | 74.8%+7.6pp | 67.5%+14.8pp | 83.2%-0.8pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.23%-282.2pp |
| Employer contribution / active EE | $7,929 | $3,292+140.9% | $2,559+209.8% | $4,866+63.0% |
| Participant deferral / active EE | $6,734 | $4,429+52.0% | $3,585+87.8% | $5,351+25.8% |
| Admin fee / account holder | $137 | $5,340-97.4% | $4,255-96.8% | $9,541-98.6% |