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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,283 | $75,541-89.0% | $152,093-94.6% | $82,637-90.0% |
| Participation rate | 94.1% | 66.5%+27.6pp | 77.8%+16.4pp | 68.1%+26.1pp |
| Annual return | 20.99% | 32.56%-11.6pp | 66.36%-45.4pp | 53.51%-32.5pp |
| Employer contribution / active EE | $1,458 | $2,622-44.4% | $4,175-65.1% | $2,552-42.9% |
| Participant deferral / active EE | $2,016 | $3,206-37.1% | $5,451-63.0% | $4,126-51.2% |
| Admin fee / account holder | $96 | $6,405-98.5% | $14,497-99.3% | $7,339-98.7% |