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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,884 | $104,650-94.4% | $83,854-93.0% | $155,188-96.2% |
| Participation rate | 92.9% | 65.1%+27.8pp | 59.1%+33.7pp | 80.8%+12.1pp |
| Annual return | 22.20% | 28.97%-6.8pp | 31.39%-9.2pp | 148.84%-126.6pp |
| Employer contribution / active EE | $700 | $1,196-41.5% | $1,017-31.2% | $4,248-83.5% |
| Participant deferral / active EE | $2,033 | $2,367-14.1% | $2,035-0.1% | $6,531-68.9% |
| Admin fee / account holder | $111 | $3,518-96.8% | $3,197-96.5% | $14,480-99.2% |