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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,828 | $65,712-66.8% | $57,196-61.8% | $273,972-92.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.38% | 22.01%-14.6pp | 14.59%-7.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,378 | $3,280-58.0% | $2,683-48.6% | $4,869-71.7% |
| Participant deferral / active EE | $6,214 | $3,782+64.3% | $3,096+100.7% | $5,287+17.5% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |