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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,579 | $76,551-71.8% | $123,894-82.6% | $62,881-65.7% |
| Participation rate | 87.9% | 73.0%+14.9pp | 81.4%+6.5pp | 69.3%+18.6pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $3,260 | $2,882+13.1% | $4,617-29.4% | $2,281+42.9% |
| Participant deferral / active EE | $8,751 | $4,840+80.8% | $5,984+46.2% | $3,203+173.2% |
| Admin fee / account holder | $47 | $4,826-99.0% | $8,357-99.4% | $4,296-98.9% |