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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,821 | $94,439-97.0% | $73,658-96.2% | $154,746-98.2% |
| Participation rate | 82.6% | 64.7%+17.9pp | 57.0%+25.6pp | 80.7%+1.9pp |
| Annual return | 19.11% | 28.25%-9.1pp | 29.72%-10.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $335 | $1,257-73.4% | $1,032-67.6% | $4,379-92.4% |
| Participant deferral / active EE | $931 | $2,527-63.2% | $2,062-54.9% | $6,730-86.2% |
| Admin fee / account holder | $107 | $3,843-97.2% | $3,357-96.8% | $14,365-99.3% |