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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,777 | $93,346-67.0% | $71,796-57.1% | $273,972-88.8% |
| Participation rate | 91.7% | 76.5%+15.1pp | 69.1%+22.6pp | 83.0%+8.7pp |
| Annual return | 8.40% | 130.39%-122.0pp | 78.04%-69.6pp | 41.46%-33.1pp |
| Employer contribution / active EE | $391 | $2,733-85.7% | $1,924-79.7% | $4,869-92.0% |
| Participant deferral / active EE | $1,818 | $3,475-47.7% | $2,794-34.9% | $5,287-65.6% |
| Admin fee / account holder | $86 | $6,571-98.7% | $4,815-98.2% | $10,133-99.2% |