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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,910 | $65,712-63.6% | $57,196-58.2% | $273,972-91.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.89% | 22.01%-17.1pp | 14.59%-9.7pp | 41.46%-36.6pp |
| Employer contribution / active EE | $727 | $3,280-77.8% | $2,683-72.9% | $4,869-85.1% |
| Participant deferral / active EE | $2,257 | $3,782-40.3% | $3,096-27.1% | $5,287-57.3% |
| Admin fee / account holder | $5 | $4,838-99.9% | $3,141-99.8% | $10,133-99.9% |