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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,609 | $129,159-48.4% | $184,243-63.8% | $77,714-14.3% |
| Participation rate | 99.6% | 87.4%+12.3pp | 86.8%+12.8pp | 70.6%+29.1pp |
| Annual return | 0.00% | 33.22%-33.2pp | 28.82%-28.8pp | 31.26%-31.3pp |
| Employer contribution / active EE | $5,557 | $4,410+26.0% | $6,427-13.5% | $2,727+103.8% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $9,132-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,914-100.0% | $433-100.0% |