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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,380 | $106,974-87.5% | $90,796-85.3% | $138,895-90.4% |
| Participation rate | 87.5% | 74.9%+12.6pp | 69.5%+18.0pp | 79.9%+7.6pp |
| Annual return | 18.70% | 20.10%-1.4pp | 19.29%-0.6pp | 145.39%-126.7pp |
| Employer contribution / active EE | $685 | $2,609-73.8% | $2,294-70.2% | $4,194-83.7% |
| Participant deferral / active EE | $1,166 | $4,455-73.8% | $3,822-69.5% | $6,396-81.8% |
| Admin fee / account holder | $193 | $8,626-97.8% | $7,024-97.3% | $12,562-98.5% |