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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,543 | $96,558-26.9% | $80,977-12.9% | $273,972-74.3% |
| Participation rate | 92.9% | 79.1%+13.8pp | 75.8%+17.0pp | 83.0%+9.8pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.11%-17.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $5,143 | $4,869+5.6% | $3,715+38.5% | $4,869+5.6% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |