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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,995 | $96,558-79.3% | $80,977-75.3% | $273,972-92.7% |
| Participation rate | 83.3% | 79.1%+4.3pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.11%-17.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $12,021 | $4,869+146.9% | $3,715+223.6% | $4,869+146.9% |
| Participant deferral / active EE | $7,855 | $6,598+19.1% | $5,696+37.9% | $5,287+48.6% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |