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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,844 | $65,712-72.8% | $57,196-68.8% | $273,972-93.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.41% | 22.01%-12.6pp | 14.59%-5.2pp | 41.46%-32.0pp |
| Employer contribution / active EE | $1,866 | $3,280-43.1% | $2,683-30.4% | $4,869-61.7% |
| Participant deferral / active EE | $3,219 | $3,782-14.9% | $3,096+4.0% | $5,287-39.1% |
| Admin fee / account holder | $132 | $4,838-97.3% | $3,141-95.8% | $10,133-98.7% |