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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,026 | $94,439-93.6% | $73,658-91.8% | $154,746-96.1% |
| Participation rate | 86.7% | 64.7%+22.0pp | 57.0%+29.6pp | 80.7%+6.0pp |
| Annual return | 19.14% | 28.25%-9.1pp | 29.72%-10.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $515 | $1,257-59.0% | $1,032-50.1% | $4,379-88.2% |
| Participant deferral / active EE | $910 | $2,527-64.0% | $2,062-55.9% | $6,730-86.5% |
| Admin fee / account holder | $129 | $3,843-96.7% | $3,357-96.2% | $14,365-99.1% |