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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,635 | $99,345-81.2% | $84,753-78.0% | $273,972-93.2% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 2.54% | 22.93%-20.4pp | 22.78%-20.2pp | 41.46%-38.9pp |
| Employer contribution / active EE | $13,871 | $4,214+229.2% | $3,574+288.1% | $4,869+184.9% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $20 | $6,645-99.7% | $5,333-99.6% | $10,133-99.8% |