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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,239 | $65,712-81.4% | $57,196-78.6% | $273,972-95.5% |
| Participation rate | 89.5% | 78.3%+11.1pp | 75.3%+14.1pp | 83.0%+6.5pp |
| Annual return | 0.00% | 22.01%-22.0pp | 14.59%-14.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $5,614 | $3,280+71.1% | $2,683+109.2% | $4,869+15.3% |
| Participant deferral / active EE | $4,198 | $3,782+11.0% | $3,096+35.6% | $5,287-20.6% |
| Admin fee / account holder | $84 | $4,838-98.3% | $3,141-97.3% | $10,133-99.2% |