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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,808 | $103,164-90.5% | $90,259-89.1% | $154,746-93.7% |
| Participation rate | 93.3% | 76.1%+17.2pp | 70.7%+22.6pp | 80.7%+12.6pp |
| Annual return | 29.12% | 19.25%+9.9pp | 18.88%+10.2pp | 172.34%-143.2pp |
| Employer contribution / active EE | $1,578 | $2,532-37.7% | $2,291-31.1% | $4,379-64.0% |
| Participant deferral / active EE | $1,885 | $4,422-57.4% | $3,827-50.7% | $6,730-72.0% |
| Admin fee / account holder | $24 | $8,593-99.7% | $7,267-99.7% | $14,365-99.8% |