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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,547 | $65,712-71.8% | $57,196-67.6% | $273,972-93.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 10.32% | 22.01%-11.7pp | 14.59%-4.3pp | 41.46%-31.1pp |
| Employer contribution / active EE | $495 | $3,280-84.9% | $2,683-81.5% | $4,869-89.8% |
| Participant deferral / active EE | $6,317 | $3,782+67.0% | $3,096+104.0% | $5,287+19.5% |
| Admin fee / account holder | $19 | $4,838-99.6% | $3,141-99.4% | $10,133-99.8% |