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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,859 | $94,439-98.0% | $73,658-97.5% | $154,746-98.8% |
| Participation rate | 82.4% | 64.7%+17.7pp | 57.0%+25.3pp | 80.7%+1.7pp |
| Annual return | 21.82% | 28.25%-6.4pp | 29.72%-7.9pp | 172.34%-150.5pp |
| Employer contribution / active EE | $100 | $1,257-92.1% | $1,032-90.3% | $4,379-97.7% |
| Participant deferral / active EE | $466 | $2,527-81.5% | $2,062-77.4% | $6,730-93.1% |
| Admin fee / account holder | $265 | $3,843-93.1% | $3,357-92.1% | $14,365-98.2% |