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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,933 | $65,712-69.7% | $57,196-65.1% | $273,972-92.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.51% | 22.01%-14.5pp | 14.59%-7.1pp | 41.46%-33.9pp |
| Employer contribution / active EE | $6,252 | $3,280+90.6% | $2,683+133.0% | $4,869+28.4% |
| Participant deferral / active EE | $6,062 | $3,782+60.3% | $3,096+95.8% | $5,287+14.7% |
| Admin fee / account holder | $59 | $4,838-98.8% | $3,141-98.1% | $10,133-99.4% |