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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,338 | $105,623-78.9% | $87,502-74.5% | $273,972-91.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.34% | 12.26%-4.9pp | 12.21%-4.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,138 | $3,141-31.9% | $2,550-16.2% | $4,869-56.1% |
| Participant deferral / active EE | $1,200 | $3,601-66.7% | $3,149-61.9% | $5,287-77.3% |
| Admin fee / account holder | $130 | $4,781-97.3% | $4,221-96.9% | $10,133-98.7% |