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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,647 | $104,650-97.5% | $83,854-96.8% | $155,188-98.3% |
| Participation rate | 94.4% | 65.1%+29.4pp | 59.1%+35.3pp | 80.8%+13.6pp |
| Annual return | 18.13% | 28.97%-10.8pp | 31.39%-13.3pp | 148.84%-130.7pp |
| Employer contribution / active EE | $399 | $1,196-66.7% | $1,017-60.8% | $4,248-90.6% |
| Participant deferral / active EE | $855 | $2,367-63.9% | $2,035-58.0% | $6,531-86.9% |
| Admin fee / account holder | $292 | $3,518-91.7% | $3,197-90.9% | $14,480-98.0% |