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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,731 | $94,439-97.1% | $73,658-96.3% | $154,746-98.2% |
| Participation rate | 81.3% | 64.7%+16.6pp | 57.0%+24.2pp | 80.7%+0.5pp |
| Annual return | 19.72% | 28.25%-8.5pp | 29.72%-10.0pp | 172.34%-152.6pp |
| Employer contribution / active EE | $258 | $1,257-79.5% | $1,032-75.1% | $4,379-94.1% |
| Participant deferral / active EE | $477 | $2,527-81.1% | $2,062-76.9% | $6,730-92.9% |
| Admin fee / account holder | $123 | $3,843-96.8% | $3,357-96.3% | $14,365-99.1% |