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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,288 | $94,439-91.2% | $73,658-88.7% | $154,746-94.6% |
| Participation rate | 87.5% | 64.7%+22.8pp | 57.0%+30.5pp | 80.7%+6.8pp |
| Annual return | 18.92% | 28.25%-9.3pp | 29.72%-10.8pp | 172.34%-153.4pp |
| Employer contribution / active EE | $715 | $1,257-43.2% | $1,032-30.8% | $4,379-83.7% |
| Participant deferral / active EE | $1,788 | $2,527-29.3% | $2,062-13.3% | $6,730-73.4% |
| Admin fee / account holder | $158 | $3,843-95.9% | $3,357-95.3% | $14,365-98.9% |