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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,163 | $54,541-61.2% | $78,778-73.1% | $70,126-69.8% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 14.26% | 21.07%-6.8pp | 35.62%-21.4pp | 73.15%-58.9pp |
| Employer contribution / active EE | $2,120 | $1,089+94.7% | $1,986+6.7% | $2,343-9.5% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $277 | $3,709-92.5% | $5,134-94.6% | $4,645-94.0% |