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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,417 | $41,377-41.0% | $109,313-77.7% | $62,881-61.2% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 8.02% | 11.05%-3.0pp | 22.07%-14.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,078 | $1,276+62.9% | $3,892-46.6% | $2,281-8.9% |
| Participant deferral / active EE | $3,464 | $2,045+69.4% | $3,166+9.4% | $3,203+8.2% |
| Admin fee / account holder | $89 | $2,884-96.9% | $5,666-98.4% | $4,296-97.9% |