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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,820 | $103,164-90.5% | $90,259-89.1% | $154,746-93.7% |
| Participation rate | 83.3% | 76.1%+7.2pp | 70.7%+12.6pp | 80.7%+2.6pp |
| Annual return | 20.19% | 19.25%+0.9pp | 18.88%+1.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,327 | $2,532-47.6% | $2,291-42.1% | $4,379-69.7% |
| Participant deferral / active EE | $1,694 | $4,422-61.7% | $3,827-55.7% | $6,730-74.8% |
| Admin fee / account holder | $10 | $8,593-99.9% | $7,267-99.9% | $14,365-99.9% |