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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,263 | $96,558-78.0% | $80,977-73.7% | $273,972-92.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.45% | 15.14%-6.7pp | 17.11%-8.7pp | 41.46%-33.0pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,080 | $6,598-68.5% | $5,696-63.5% | $5,287-60.7% |
| Admin fee / account holder | $229 | $7,493-96.9% | $5,517-95.8% | $10,133-97.7% |