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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,273 | $36,948-88.4% | $73,658-94.2% | $87,485-95.1% |
| Participation rate | 92.7% | 46.8%+45.9pp | 57.0%+35.7pp | 68.9%+23.8pp |
| Annual return | 22.56% | 28.64%-6.1pp | 29.72%-7.2pp | 26.06%-3.5pp |
| Employer contribution / active EE | $583 | $670-12.9% | $1,032-43.5% | $2,596-77.5% |
| Participant deferral / active EE | $1,190 | $1,379-13.7% | $2,062-42.3% | $4,274-72.2% |
| Admin fee / account holder | $134 | $2,531-94.7% | $3,357-96.0% | $7,775-98.3% |