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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,261 | $39,132-68.7% | $57,196-78.6% | $62,881-80.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.85% | 9.24%-2.4pp | 14.59%-7.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $697 | $1,874-62.8% | $2,683-74.0% | $2,281-69.4% |
| Participant deferral / active EE | $1,623 | $2,374-31.6% | $3,096-47.6% | $3,203-49.3% |
| Admin fee / account holder | $187 | $2,594-92.8% | $3,141-94.0% | $4,296-95.6% |