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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,065 | $104,650-98.0% | $83,854-97.5% | $155,188-98.7% |
| Participation rate | 91.7% | 65.1%+26.6pp | 59.1%+32.6pp | 80.8%+10.9pp |
| Annual return | 19.38% | 28.97%-9.6pp | 31.39%-12.0pp | 148.84%-129.5pp |
| Employer contribution / active EE | $270 | $1,196-77.4% | $1,017-73.4% | $4,248-93.6% |
| Participant deferral / active EE | $1,098 | $2,367-53.6% | $2,035-46.0% | $6,531-83.2% |
| Admin fee / account holder | $95 | $3,518-97.3% | $3,197-97.0% | $14,480-99.3% |