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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,810 | $72,177-60.1% | $115,038-75.0% | $59,633-51.7% |
| Participation rate | 72.0% | 72.6%-0.6pp | 81.4%-9.4pp | 68.7%+3.3pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $4,241 | $2,841+49.3% | $4,608-8.0% | $2,203+92.5% |
| Participant deferral / active EE | $7,311 | $4,783+52.9% | $6,026+21.3% | $3,192+129.1% |
| Admin fee / account holder | $86 | $4,927-98.2% | $8,175-98.9% | $4,297-98.0% |