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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,073 | $93,064-82.7% | $74,577-78.4% | $273,972-94.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 2.50% | 26.18%-23.7pp | 20.47%-18.0pp | 41.46%-39.0pp |
| Employer contribution / active EE | $1,769 | $3,160-44.0% | $2,525-29.9% | $4,869-63.7% |
| Participant deferral / active EE | $2,127 | $4,160-48.9% | $3,458-38.5% | $5,287-59.8% |
| Admin fee / account holder | $230 | $5,273-95.6% | $4,138-94.5% | $10,133-97.7% |