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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,728 | $87,166-85.4% | $76,735-83.4% | $137,256-90.7% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.5%+16.2pp | 80.0%+5.8pp |
| Annual return | 31.67% | 26.50%+5.2pp | 29.77%+1.9pp | 220.34%-188.7pp |
| Employer contribution / active EE | $1,503 | $2,904-48.3% | $2,454-38.8% | $4,156-63.8% |
| Participant deferral / active EE | $1,760 | $4,726-62.8% | $4,088-56.9% | $6,407-72.5% |
| Admin fee / account holder | $10 | $8,403-99.9% | $7,189-99.9% | $12,270-99.9% |