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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,305 | $80,177-64.7% | $123,894-77.2% | $57,658-50.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 11.52% | 17.90%-6.4pp | 47.52%-36.0pp | 5.13%+6.4pp |
| Employer contribution / active EE | $2,230 | $2,913-23.4% | $4,617-51.7% | $1,974+13.0% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $7 | $106-93.5% | $8,357-99.9% | $95-92.7% |