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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,357 | $65,712-53.8% | $57,196-46.9% | $273,972-88.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.26% | 22.01%-12.7pp | 14.59%-5.3pp | 41.46%-32.2pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,413 | $3,782+122.4% | $3,096+171.7% | $5,287+59.1% |
| Admin fee / account holder | $34 | $4,838-99.3% | $3,141-98.9% | $10,133-99.7% |