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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,380 | $103,164-87.0% | $90,259-85.2% | $154,746-91.4% |
| Participation rate | 87.5% | 76.1%+11.4pp | 70.7%+16.8pp | 80.7%+6.8pp |
| Annual return | 18.70% | 19.25%-0.6pp | 18.88%-0.2pp | 172.34%-153.6pp |
| Employer contribution / active EE | $685 | $2,532-73.0% | $2,291-70.1% | $4,379-84.4% |
| Participant deferral / active EE | $1,166 | $4,422-73.6% | $3,827-69.5% | $6,730-82.7% |
| Admin fee / account holder | $193 | $8,593-97.8% | $7,267-97.3% | $14,365-98.7% |