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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,344 | $65,685-61.4% | $57,181-55.7% | $273,968-90.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 1.94% | 21.99%-20.1pp | 14.59%-12.7pp | 41.45%-39.5pp |
| Employer contribution / active EE | $1,805 | $3,279-44.9% | $2,682-32.7% | $4,869-62.9% |
| Participant deferral / active EE | $3,314 | $3,781-12.3% | $3,096+7.1% | $5,287-37.3% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |