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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,876 | $72,388-72.5% | $111,392-82.2% | $64,181-69.0% |
| Participation rate | 73.0% | 70.5%+2.5pp | 78.9%-5.9pp | 69.6%+3.4pp |
| Annual return | 0.00% | -1.50%+1.5pp | -2.06%+2.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $4,914 | $3,000+63.8% | $4,328+13.6% | $2,381+106.4% |
| Participant deferral / active EE | $7,571 | $4,241+78.5% | $5,567+36.0% | $3,470+118.2% |
| Admin fee / account holder | $0 | $5,719-100.0% | $12,266-100.0% | $4,887-100.0% |