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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,363 | $104,650-97.7% | $83,854-97.2% | $155,188-98.5% |
| Participation rate | 83.3% | 65.1%+18.3pp | 59.1%+24.2pp | 80.8%+2.5pp |
| Annual return | 22.45% | 28.97%-6.5pp | 31.39%-8.9pp | 148.84%-126.4pp |
| Employer contribution / active EE | $426 | $1,196-64.4% | $1,017-58.2% | $4,248-90.0% |
| Participant deferral / active EE | $554 | $2,367-76.6% | $2,035-72.8% | $6,531-91.5% |
| Admin fee / account holder | $16 | $3,518-99.5% | $3,197-99.5% | $14,480-99.9% |