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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,244 | $40,263-64.6% | $57,347-75.2% | $59,632-76.1% |
| Participation rate | 98.2% | 69.2%+29.0pp | 75.1%+23.1pp | 68.7%+29.5pp |
| Annual return | 0.81% | 27.50%-26.7pp | 24.40%-23.6pp | 2041.32%-2040.5pp |
| Employer contribution / active EE | $1,729 | $1,922-10.0% | $2,689-35.7% | $2,203-21.5% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $167 | $2,819-94.1% | $3,356-95.0% | $4,297-96.1% |