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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,829 | $101,063-70.5% | $81,473-63.4% | $147,586-79.8% |
| Participation rate | 85.7% | 74.5%+11.3pp | 68.0%+17.8pp | 82.8%+2.9pp |
| Annual return | 19.11% | 32.41%-13.3pp | 38.78%-19.7pp | 578.59%-559.5pp |
| Employer contribution / active EE | $873 | $3,206-72.8% | $2,568-66.0% | $4,876-82.1% |
| Participant deferral / active EE | $1,753 | $4,242-58.7% | $3,537-50.4% | $5,439-67.8% |
| Admin fee / account holder | $106 | $5,812-98.2% | $4,561-97.7% | $10,886-99.0% |