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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,865 | $77,817-53.9% | $123,553-71.0% | $64,173-44.1% |
| Participation rate | 82.4% | 74.7%+7.6pp | 82.3%+0.1pp | 69.6%+12.8pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.21%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,344 | $3,014-22.2% | $4,628-49.4% | $2,381-1.6% |
| Participant deferral / active EE | $3,603 | $5,240-31.2% | $6,426-43.9% | $3,470+3.8% |
| Admin fee / account holder | $8 | $5,519-99.9% | $9,284-99.9% | $4,887-99.8% |