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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,038 | $88,707-70.6% | $74,184-64.9% | $273,972-90.5% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,937 | $3,159-38.7% | $2,370-18.3% | $4,869-60.2% |
| Participant deferral / active EE | $4,845 | $4,212+15.0% | $3,550+36.5% | $5,287-8.4% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |