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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,513 | $58,493-58.1% | $84,023-70.8% | $72,976-66.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 24.97% | 28.93%-4.0pp | 71.32%-46.3pp | 81.02%-56.0pp |
| Employer contribution / active EE | $1,282 | $1,163+10.2% | $1,984-35.4% | $2,440-47.5% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $54 | $4,569-98.8% | $6,102-99.1% | $5,124-98.9% |