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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,728 | $88,996-85.7% | $78,004-83.7% | $138,895-90.8% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.4%+16.3pp | 79.9%+5.8pp |
| Annual return | 31.67% | 28.03%+3.6pp | 31.07%+0.6pp | 145.39%-113.7pp |
| Employer contribution / active EE | $1,503 | $2,917-48.5% | $2,469-39.1% | $4,194-64.2% |
| Participant deferral / active EE | $1,760 | $4,724-62.7% | $4,092-57.0% | $6,396-72.5% |
| Admin fee / account holder | $10 | $8,807-99.9% | $7,578-99.9% | $12,562-99.9% |