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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,286 | $50,947-56.3% | $74,551-70.1% | $64,173-65.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 7.89% | -1.85%+9.7pp | 32.53%-24.6pp | 7.63%+0.3pp |
| Employer contribution / active EE | $3,162 | $1,115+183.5% | $1,961+61.2% | $2,381+32.8% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $270 | $4,221-93.6% | $5,059-94.7% | $4,887-94.5% |