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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,032 | $104,650-98.1% | $83,854-97.6% | $155,188-98.7% |
| Participation rate | 77.8% | 65.1%+12.7pp | 59.1%+18.7pp | 80.8%-3.0pp |
| Annual return | 30.30% | 28.97%+1.3pp | 31.39%-1.1pp | 148.84%-118.5pp |
| Employer contribution / active EE | $719 | $1,196-39.9% | $1,017-29.3% | $4,248-83.1% |
| Participant deferral / active EE | $1,259 | $2,367-46.8% | $2,035-38.2% | $6,531-80.7% |
| Admin fee / account holder | $33 | $3,518-99.1% | $3,197-99.0% | $14,480-99.8% |