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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,275 | $87,733-53.0% | $106,555-61.3% | $85,847-51.9% |
| Participation rate | 79.1% | 71.9%+7.2pp | 76.1%+3.0pp | 69.3%+9.8pp |
| Annual return | 0.00% | 21.86%-21.9pp | 26.80%-26.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $3,489 | $2,073+68.3% | $2,819+23.8% | $2,565+36.0% |
| Participant deferral / active EE | $2,598 | $3,469-25.1% | $4,399-40.9% | $3,952-34.3% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,408-100.0% | $6,261-100.0% |