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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,917 | $94,439-93.7% | $73,658-92.0% | $154,746-96.2% |
| Participation rate | 79.2% | 64.7%+14.5pp | 57.0%+22.1pp | 80.7%-1.5pp |
| Annual return | 22.88% | 28.25%-5.4pp | 29.72%-6.8pp | 172.34%-149.5pp |
| Employer contribution / active EE | $778 | $1,257-38.1% | $1,032-24.6% | $4,379-82.2% |
| Participant deferral / active EE | $1,534 | $2,527-39.3% | $2,062-25.6% | $6,730-77.2% |
| Admin fee / account holder | $34 | $3,843-99.1% | $3,357-99.0% | $14,365-99.8% |