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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,856 | $51,207-69.0% | $70,565-77.5% | $71,529-77.8% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.4%+31.6pp | 67.9%+32.1pp |
| Annual return | 20.17% | 42.71%-22.5pp | 32.79%-12.6pp | 28.97%-8.8pp |
| Employer contribution / active EE | $595 | $1,795-66.9% | $2,976-80.0% | $2,590-77.0% |
| Participant deferral / active EE | $1,119 | $3,033-63.1% | $4,568-75.5% | $4,291-73.9% |
| Admin fee / account holder | $129 | $2,002-93.6% | $6,430-98.0% | $1,588-91.9% |