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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,137 | $45,079-70.9% | $69,461-81.1% | $72,983-82.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 16.43% | 22.65%-6.2pp | 28.97%-12.5pp | 81.01%-64.6pp |
| Employer contribution / active EE | $404 | $2,055-80.4% | $2,779-85.5% | $2,440-83.5% |
| Participant deferral / active EE | $1,164 | $2,603-55.3% | $3,536-67.1% | $3,608-67.7% |
| Admin fee / account holder | $280 | $3,056-90.8% | $3,840-92.7% | $5,124-94.5% |