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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,927 | $94,439-72.5% | $73,658-64.8% | $154,746-83.2% |
| Participation rate | 94.1% | 64.7%+29.5pp | 57.0%+37.1pp | 80.7%+13.4pp |
| Annual return | 17.12% | 28.25%-11.1pp | 29.72%-12.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $957 | $1,257-23.9% | $1,032-7.3% | $4,379-78.1% |
| Participant deferral / active EE | $1,777 | $2,527-29.7% | $2,062-13.8% | $6,730-73.6% |
| Admin fee / account holder | $119 | $3,843-96.9% | $3,357-96.4% | $14,365-99.2% |