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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,007 | $88,707-75.2% | $74,184-70.3% | $273,972-92.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.81% | 11.94%-8.1pp | 17.74%-13.9pp | 41.46%-37.7pp |
| Employer contribution / active EE | $1,521 | $3,159-51.8% | $2,370-35.8% | $4,869-68.8% |
| Participant deferral / active EE | $2,281 | $4,212-45.8% | $3,550-35.7% | $5,287-56.9% |
| Admin fee / account holder | $50 | $8,717-99.4% | $5,586-99.1% | $10,133-99.5% |