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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,851 | $99,345-55.9% | $84,753-48.3% | $273,972-84.0% |
| Participation rate | 92.9% | 80.7%+12.2pp | 76.6%+16.3pp | 83.0%+9.8pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,629 | $4,214-37.6% | $3,574-26.5% | $4,869-46.0% |
| Participant deferral / active EE | $3,507 | $4,270-17.9% | $3,712-5.5% | $5,287-33.7% |
| Admin fee / account holder | $24 | $6,645-99.6% | $5,333-99.5% | $10,133-99.8% |