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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,969 | $95,188-33.8% | $76,518-17.7% | $135,379-53.5% |
| Participation rate | 90.9% | 74.4%+16.5pp | 68.0%+22.9pp | 82.6%+8.3pp |
| Annual return | 1.00% | 4.85%-3.9pp | -0.27%+1.3pp | 519.79%-518.8pp |
| Employer contribution / active EE | $11,391 | $3,303+244.9% | $2,647+330.3% | $4,779+138.4% |
| Participant deferral / active EE | $2,906 | $4,640-37.4% | $3,836-24.2% | $5,609-48.2% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |