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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,308 | $65,712-75.2% | $57,196-71.5% | $273,972-94.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 10.08% | 22.01%-11.9pp | 14.59%-4.5pp | 41.46%-31.4pp |
| Employer contribution / active EE | $840 | $3,280-74.4% | $2,683-68.7% | $4,869-82.7% |
| Participant deferral / active EE | $840 | $3,782-77.8% | $3,096-72.9% | $5,287-84.1% |
| Admin fee / account holder | $5 | $4,838-99.9% | $3,141-99.8% | $10,133-100.0% |