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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,318 | $65,712-79.7% | $57,196-76.7% | $273,972-95.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.22% | 22.01%-15.8pp | 14.59%-8.4pp | 41.46%-35.2pp |
| Employer contribution / active EE | $3,455 | $3,280+5.3% | $2,683+28.8% | $4,869-29.0% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $18 | $4,838-99.6% | $3,141-99.4% | $10,133-99.8% |