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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,539 | $88,707-75.7% | $74,184-71.0% | $273,972-92.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.44% | 11.94%-0.5pp | 17.74%-6.3pp | 41.46%-30.0pp |
| Employer contribution / active EE | $1,481 | $3,159-53.1% | $2,370-37.5% | $4,869-69.6% |
| Participant deferral / active EE | $2,866 | $4,212-31.9% | $3,550-19.3% | $5,287-45.8% |
| Admin fee / account holder | $126 | $8,717-98.6% | $5,586-97.7% | $10,133-98.8% |