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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,791 | $91,037-69.5% | $71,671-61.2% | $147,586-81.2% |
| Participation rate | 81.8% | 76.1%+5.7pp | 68.7%+13.1pp | 82.8%-1.0pp |
| Annual return | 17.03% | 20.48%-3.5pp | 20.65%-3.6pp | 578.59%-561.6pp |
| Employer contribution / active EE | $962 | $3,327-71.1% | $2,460-60.9% | $4,876-80.3% |
| Participant deferral / active EE | $1,145 | $4,498-74.6% | $3,438-66.7% | $5,439-79.0% |
| Admin fee / account holder | $13 | $8,613-99.8% | $5,558-99.8% | $10,886-99.9% |