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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,609 | $129,227-48.5% | $184,256-63.8% | $77,762-14.3% |
| Participation rate | 99.6% | 87.4%+12.3pp | 86.8%+12.8pp | 70.6%+29.1pp |
| Annual return | 0.00% | 33.24%-33.2pp | 28.85%-28.8pp | 31.27%-31.3pp |
| Employer contribution / active EE | $5,557 | $4,412+25.9% | $6,427-13.5% | $2,728+103.7% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,899-100.0% | $433-100.0% |