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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,815 | $56,544-59.7% | $75,501-69.8% | $70,126-67.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 13.63% | 23.59%-10.0pp | 27.35%-13.7pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,000 | $1,817-44.9% | $2,352-57.5% | $2,343-57.3% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $220 | $3,827-94.3% | $5,801-96.2% | $4,645-95.3% |