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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,056 | $99,345-77.8% | $84,753-74.0% | $273,972-91.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.76% | 22.93%-16.2pp | 22.78%-16.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,748 | $4,214-58.5% | $3,574-51.1% | $4,869-64.1% |
| Participant deferral / active EE | $3,569 | $4,270-16.4% | $3,712-3.8% | $5,287-32.5% |
| Admin fee / account holder | $43 | $6,645-99.4% | $5,333-99.2% | $10,133-99.6% |