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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,243 | $36,948-88.5% | $73,658-94.2% | $87,485-95.2% |
| Participation rate | 74.4% | 46.8%+27.5pp | 57.0%+17.3pp | 68.9%+5.4pp |
| Annual return | 27.27% | 28.64%-1.4pp | 29.72%-2.5pp | 26.06%+1.2pp |
| Employer contribution / active EE | $537 | $670-19.8% | $1,032-48.0% | $2,596-79.3% |
| Participant deferral / active EE | $1,438 | $1,379+4.3% | $2,062-30.2% | $4,274-66.3% |
| Admin fee / account holder | $10 | $2,531-99.6% | $3,357-99.7% | $7,775-99.9% |