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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,567 | $96,558-80.8% | $80,977-77.1% | $273,972-93.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.66% | 15.14%-10.5pp | 17.11%-12.4pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,338 | $4,869-72.5% | $3,715-64.0% | $4,869-72.5% |
| Participant deferral / active EE | $6,506 | $6,598-1.4% | $5,696+14.2% | $5,287+23.1% |
| Admin fee / account holder | $114 | $7,493-98.5% | $5,517-97.9% | $10,133-98.9% |