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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,083 | $139,948-78.5% | $121,663-75.3% | $154,746-80.6% |
| Participation rate | 84.2% | 78.0%+6.2pp | 74.5%+9.7pp | 80.7%+3.5pp |
| Annual return | 13.12% | 230.52%-217.4pp | 147.54%-134.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,507 | $3,521-57.2% | $3,020-50.1% | $4,379-65.6% |
| Participant deferral / active EE | $1,916 | $5,629-66.0% | $4,887-60.8% | $6,730-71.5% |
| Admin fee / account holder | $26 | $17,321-99.8% | $14,289-99.8% | $14,365-99.8% |