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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,809 | $87,166-88.7% | $76,735-87.2% | $137,256-92.9% |
| Participation rate | 91.7% | 74.4%+17.3pp | 69.5%+22.2pp | 80.0%+11.7pp |
| Annual return | 20.41% | 26.50%-6.1pp | 29.77%-9.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,023 | $2,904-64.8% | $2,454-58.3% | $4,156-75.4% |
| Participant deferral / active EE | $2,081 | $4,726-56.0% | $4,088-49.1% | $6,407-67.5% |
| Admin fee / account holder | $290 | $8,403-96.5% | $7,189-96.0% | $12,270-97.6% |