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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,701 | $99,345-81.2% | $84,753-77.9% | $273,972-93.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.03% | 22.93%-15.9pp | 22.78%-15.8pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,890 | $4,214-55.1% | $3,574-47.1% | $4,869-61.2% |
| Participant deferral / active EE | $3,710 | $4,270-13.1% | $3,712-0.1% | $5,287-29.8% |
| Admin fee / account holder | $219 | $6,645-96.7% | $5,333-95.9% | $10,133-97.8% |