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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,726 | $94,439-95.0% | $73,658-93.6% | $154,746-96.9% |
| Participation rate | 77.3% | 64.7%+12.6pp | 57.0%+20.2pp | 80.7%-3.4pp |
| Annual return | 22.02% | 28.25%-6.2pp | 29.72%-7.7pp | 172.34%-150.3pp |
| Employer contribution / active EE | $1,767 | $1,257+40.6% | $1,032+71.2% | $4,379-59.6% |
| Participant deferral / active EE | $2,228 | $2,527-11.8% | $2,062+8.1% | $6,730-66.9% |
| Admin fee / account holder | $23 | $3,843-99.4% | $3,357-99.3% | $14,365-99.8% |