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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,469 | $56,287-58.3% | $80,977-71.0% | $62,881-62.7% |
| Participation rate | 96.8% | 68.9%+27.8pp | 75.8%+21.0pp | 69.3%+27.5pp |
| Annual return | 0.00% | 22.13%-22.1pp | 17.11%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,725 | $1,943-11.2% | $3,715-53.6% | $2,281-24.4% |
| Participant deferral / active EE | $3,902 | $4,196-7.0% | $5,696-31.5% | $3,203+21.8% |
| Admin fee / account holder | $133 | $3,742-96.4% | $5,517-97.6% | $4,296-96.9% |