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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,695 | $65,712-70.0% | $57,196-65.6% | $273,972-92.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.12% | 22.01%-13.9pp | 14.59%-6.5pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,619 | $3,280-50.6% | $2,683-39.7% | $4,869-66.8% |
| Participant deferral / active EE | $3,988 | $3,782+5.4% | $3,096+28.8% | $5,287-24.6% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |