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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,519 | $39,125-52.7% | $57,183-67.6% | $62,881-70.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.88% | 9.24%-3.4pp | 14.59%-8.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,780 | $2,374+17.1% | $3,096-10.2% | $3,203-13.2% |
| Admin fee / account holder | $277 | $2,593-89.3% | $3,139-91.2% | $4,296-93.6% |