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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,488 | $93,064-76.9% | $74,577-71.2% | $273,972-92.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.34% | 26.18%-21.8pp | 20.47%-16.1pp | 41.46%-37.1pp |
| Employer contribution / active EE | $1,363 | $3,160-56.9% | $2,525-46.0% | $4,869-72.0% |
| Participant deferral / active EE | $2,064 | $4,160-50.4% | $3,458-40.3% | $5,287-61.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |