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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,746 | $102,245-92.4% | $89,340-91.3% | $137,256-94.4% |
| Participation rate | 78.9% | 74.9%+4.1pp | 69.6%+9.4pp | 80.0%-1.0pp |
| Annual return | 31.64% | 21.89%+9.7pp | 20.57%+11.1pp | 220.34%-188.7pp |
| Employer contribution / active EE | $848 | $2,529-66.5% | $2,231-62.0% | $4,156-79.6% |
| Participant deferral / active EE | $1,699 | $4,436-61.7% | $3,823-55.6% | $6,407-73.5% |
| Admin fee / account holder | $248 | $8,085-96.9% | $6,704-96.3% | $12,270-98.0% |