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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,700 | $85,790-81.7% | $67,313-76.7% | $135,380-88.4% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | 3.54% | -0.54%+4.1pp | -4.08%+7.6pp | 519.81%-516.3pp |
| Employer contribution / active EE | $4,810 | $3,487+37.9% | $2,566+87.5% | $4,779+0.6% |
| Participant deferral / active EE | $2,594 | $4,651-44.2% | $3,568-27.3% | $5,609-53.7% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |