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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,640 | $63,082-62.5% | $81,726-71.1% | $79,856-70.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 12.14% | 22.66%-10.5pp | 29.49%-17.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,505 | $1,795+39.5% | $4,311-41.9% | $2,471+1.4% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $293 | $4,428-93.4% | $5,160-94.3% | $5,306-94.5% |