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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,107 | $65,712-61.8% | $57,196-56.1% | $273,972-90.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.19% | 22.01%-16.8pp | 14.59%-9.4pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,104 | $3,280-66.4% | $2,683-58.9% | $4,869-77.3% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $122 | $4,838-97.5% | $3,141-96.1% | $10,133-98.8% |