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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,943 | $94,439-96.9% | $73,658-96.0% | $154,746-98.1% |
| Participation rate | 80.0% | 64.7%+15.3pp | 57.0%+23.0pp | 80.7%-0.7pp |
| Annual return | 31.55% | 28.25%+3.3pp | 29.72%+1.8pp | 172.34%-140.8pp |
| Employer contribution / active EE | $762 | $1,257-39.4% | $1,032-26.2% | $4,379-82.6% |
| Participant deferral / active EE | $1,087 | $2,527-57.0% | $2,062-47.3% | $6,730-83.8% |
| Admin fee / account holder | $274 | $3,843-92.9% | $3,357-91.8% | $14,365-98.1% |