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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,243 | $37,156-88.6% | $83,854-94.9% | $86,983-95.1% |
| Participation rate | 74.4% | 49.1%+25.3pp | 59.1%+15.2pp | 69.5%+4.8pp |
| Annual return | 27.27% | 29.88%-2.6pp | 31.39%-4.1pp | 25.83%+1.4pp |
| Employer contribution / active EE | $537 | $661-18.7% | $1,017-47.2% | $2,584-79.2% |
| Participant deferral / active EE | $1,438 | $1,418+1.4% | $2,035-29.3% | $4,194-65.7% |
| Admin fee / account holder | $10 | $2,510-99.6% | $3,197-99.7% | $7,856-99.9% |