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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,621 | $37,213-31.1% | $156,551-83.6% | $63,975-60.0% |
| Participation rate | 88.7% | 65.0%+23.7pp | 84.0%+4.7pp | 71.1%+17.6pp |
| Annual return | 11.38% | 47.89%-36.5pp | 32.23%-20.8pp | 48.65%-37.3pp |
| Employer contribution / active EE | $6,140 | $1,357+352.5% | $5,501+11.6% | $2,182+181.4% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $56-100.0% | $13,028-100.0% | $70-100.0% |