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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,918 | $65,712-62.1% | $57,196-56.4% | $273,972-90.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.94% | 22.01%-15.1pp | 14.59%-7.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $474 | $3,280-85.6% | $2,683-82.3% | $4,869-90.3% |
| Participant deferral / active EE | $1,377 | $3,782-63.6% | $3,096-55.5% | $5,287-74.0% |
| Admin fee / account holder | $11 | $4,838-99.8% | $3,141-99.6% | $10,133-99.9% |