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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,716 | $99,345-76.1% | $84,753-72.0% | $273,972-91.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.75% | 22.93%-16.2pp | 22.78%-16.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,347 | $4,214-68.0% | $3,574-62.3% | $4,869-72.3% |
| Participant deferral / active EE | $8,171 | $4,270+91.4% | $3,712+120.1% | $5,287+54.5% |
| Admin fee / account holder | $65 | $6,645-99.0% | $5,333-98.8% | $10,133-99.4% |