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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,106 | $65,685-57.2% | $57,183-50.8% | $273,970-89.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 2.33% | 21.99%-19.7pp | 14.59%-12.3pp | 41.46%-39.1pp |
| Employer contribution / active EE | $1,285 | $3,279-60.8% | $2,682-52.1% | $4,869-73.6% |
| Participant deferral / active EE | $713 | $3,781-81.1% | $3,096-77.0% | $5,287-86.5% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |