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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,202 | $65,712-78.4% | $57,196-75.2% | $273,972-94.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.16% | 22.01%-17.8pp | 14.59%-10.4pp | 41.46%-37.3pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,615 | $3,782+22.0% | $3,096+49.1% | $5,287-12.7% |
| Admin fee / account holder | $201 | $4,838-95.9% | $3,141-93.6% | $10,133-98.0% |