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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,049 | $64,311-75.0% | $57,356-72.0% | $125,389-87.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.33% | 25.14%-23.8pp | 24.41%-23.1pp | 282.24%-280.9pp |
| Employer contribution / active EE | $3,631 | $3,193+13.7% | $2,689+35.0% | $4,866-25.4% |
| Participant deferral / active EE | $2,179 | $3,846-43.4% | $3,162-31.1% | $5,352-59.3% |
| Admin fee / account holder | $257 | $5,243-95.1% | $3,357-92.3% | $9,541-97.3% |