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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,779 | $96,558-74.3% | $80,977-69.4% | $273,972-91.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.50% | 15.14%-6.6pp | 17.11%-8.6pp | 41.46%-33.0pp |
| Employer contribution / active EE | $1,170 | $4,869-76.0% | $3,715-68.5% | $4,869-76.0% |
| Participant deferral / active EE | $1,891 | $6,598-71.3% | $5,696-66.8% | $5,287-64.2% |
| Admin fee / account holder | $35 | $7,493-99.5% | $5,517-99.4% | $10,133-99.7% |