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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,040 | $45,082-64.4% | $69,464-76.9% | $72,975-78.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 19.19% | 22.66%-3.5pp | 28.98%-9.8pp | 81.01%-61.8pp |
| Employer contribution / active EE | $733 | $2,055-64.4% | $2,779-73.6% | $2,440-70.0% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $23 | $3,057-99.3% | $3,840-99.4% | $5,124-99.6% |