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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,793 | $90,486-74.8% | $78,676-71.0% | $273,972-91.7% |
| Participation rate | 84.6% | 76.5%+8.1pp | 73.6%+11.1pp | 83.0%+1.6pp |
| Annual return | 5.56% | 75.62%-70.1pp | 62.19%-56.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $5,263 | $3,175+65.8% | $2,850+84.7% | $4,869+8.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |