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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,407 | $110,303-90.6% | $95,759-89.1% | $139,487-92.5% |
| Participation rate | 77.8% | 75.7%+2.0pp | 72.3%+5.5pp | 80.3%-2.6pp |
| Annual return | 0.00% | 27.19%-27.2pp | 28.42%-28.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $696 | $3,261-78.7% | $2,836-75.5% | $4,755-85.4% |
| Participant deferral / active EE | $7,209 | $4,674+54.2% | $4,244+69.9% | $6,713+7.4% |
| Admin fee / account holder | $0 | $6,615-100.0% | $5,678-100.0% | $11,407-100.0% |