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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,230 | $69,541-79.5% | $59,899-76.2% | $135,380-89.5% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.7%+14.2pp | 82.6%+6.2pp |
| Annual return | 0.00% | 7.95%-7.9pp | 3.46%-3.5pp | 519.81%-519.8pp |
| Employer contribution / active EE | $4,264 | $3,236+31.8% | $2,723+56.6% | $4,779-10.8% |
| Participant deferral / active EE | $9,539 | $4,206+126.8% | $3,402+180.4% | $5,609+70.1% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |