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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,808 | $99,380-90.1% | $90,312-89.1% | $155,188-93.7% |
| Participation rate | 93.3% | 77.3%+16.0pp | 72.9%+20.4pp | 80.8%+12.5pp |
| Annual return | 29.12% | 19.35%+9.8pp | 18.90%+10.2pp | 148.84%-119.7pp |
| Employer contribution / active EE | $1,578 | $2,390-34.0% | $2,243-29.6% | $4,248-62.8% |
| Participant deferral / active EE | $1,885 | $4,212-55.2% | $3,749-49.7% | $6,531-71.1% |
| Admin fee / account holder | $24 | $9,766-99.8% | $8,248-99.7% | $14,480-99.8% |