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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,224 | $88,707-77.2% | $74,184-72.7% | $273,972-92.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.27% | 11.94%-3.7pp | 17.74%-9.5pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,248 | $3,159-28.9% | $2,370-5.2% | $4,869-53.8% |
| Participant deferral / active EE | $4,594 | $4,212+9.1% | $3,550+29.4% | $5,287-13.1% |
| Admin fee / account holder | $14 | $8,717-99.8% | $5,586-99.8% | $10,133-99.9% |