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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,221 | $40,275-42.3% | $57,356-59.5% | $59,633-61.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.97% | 27.52%-25.5pp | 24.41%-22.4pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $798 | $1,921-58.5% | $2,689-70.3% | $2,203-63.8% |
| Participant deferral / active EE | $5,660 | $2,400+135.9% | $3,162+79.0% | $3,192+77.3% |
| Admin fee / account holder | $1 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |