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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,221 | $112,729-90.9% | $98,716-89.6% | $137,256-92.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 23.85% | 38.48%-14.6pp | 31.81%-8.0pp | 220.34%-196.5pp |
| Employer contribution / active EE | $652 | $2,725-76.1% | $2,279-71.4% | $4,156-84.3% |
| Participant deferral / active EE | $4,107 | $4,640-11.5% | $4,048+1.5% | $6,407-35.9% |
| Admin fee / account holder | $34 | $10,129-99.7% | $8,703-99.6% | $12,270-99.7% |