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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,584 | $65,712-73.2% | $57,196-69.3% | $273,972-93.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.15% | 22.01%-14.9pp | 14.59%-7.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,582 | $3,280-51.8% | $2,683-41.0% | $4,869-67.5% |
| Participant deferral / active EE | $2,570 | $3,782-32.0% | $3,096-17.0% | $5,287-51.4% |
| Admin fee / account holder | $26 | $4,838-99.5% | $3,141-99.2% | $10,133-99.7% |