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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,619 | $65,685-79.3% | $57,181-76.2% | $273,968-95.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.00% | 21.99%-16.0pp | 14.59%-8.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,659 | $3,279-49.4% | $2,682-38.2% | $4,869-65.9% |
| Participant deferral / active EE | $0 | $3,781-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $207 | $4,835-95.7% | $3,139-93.4% | $10,132-98.0% |