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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,943 | $104,650-97.2% | $83,854-96.5% | $155,188-98.1% |
| Participation rate | 80.0% | 65.1%+14.9pp | 59.1%+20.9pp | 80.8%-0.8pp |
| Annual return | 31.55% | 28.97%+2.6pp | 31.39%+0.2pp | 148.84%-117.3pp |
| Employer contribution / active EE | $762 | $1,196-36.3% | $1,017-25.1% | $4,248-82.1% |
| Participant deferral / active EE | $1,087 | $2,367-54.1% | $2,035-46.6% | $6,531-83.4% |
| Admin fee / account holder | $274 | $3,518-92.2% | $3,197-91.4% | $14,480-98.1% |