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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,403 | $65,685-68.9% | $57,181-64.3% | $273,968-92.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.44% | 21.99%-15.6pp | 14.59%-8.2pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,446 | $3,279-55.9% | $2,682-46.1% | $4,869-70.3% |
| Participant deferral / active EE | $2,046 | $3,781-45.9% | $3,096-33.9% | $5,287-61.3% |
| Admin fee / account holder | $238 | $4,835-95.1% | $3,139-92.4% | $10,132-97.6% |