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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,987 | $54,763-72.6% | $90,324-83.4% | $72,976-79.5% |
| Participation rate | 92.3% | 65.2%+27.2pp | 73.3%+19.0pp | 69.5%+22.8pp |
| Annual return | 31.19% | 30.63%+0.6pp | 78.15%-47.0pp | 81.02%-49.8pp |
| Employer contribution / active EE | $1,003 | $2,093-52.1% | $2,856-64.9% | $2,440-58.9% |
| Participant deferral / active EE | $2,759 | $2,887-4.4% | $3,885-29.0% | $3,608-23.5% |
| Admin fee / account holder | $35 | $3,973-99.1% | $5,356-99.3% | $5,124-99.3% |