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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,458 | $94,439-84.7% | $73,658-80.4% | $154,746-90.7% |
| Participation rate | 77.8% | 64.7%+13.1pp | 57.0%+20.7pp | 80.7%-2.9pp |
| Annual return | 22.41% | 28.25%-5.8pp | 29.72%-7.3pp | 172.34%-149.9pp |
| Employer contribution / active EE | $910 | $1,257-27.6% | $1,032-11.9% | $4,379-79.2% |
| Participant deferral / active EE | $2,515 | $2,527-0.5% | $2,062+22.0% | $6,730-62.6% |
| Admin fee / account holder | $94 | $3,843-97.6% | $3,357-97.2% | $14,365-99.3% |