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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,182 | $94,439-91.3% | $73,658-88.9% | $154,746-94.7% |
| Participation rate | 92.3% | 64.7%+27.6pp | 57.0%+35.3pp | 80.7%+11.6pp |
| Annual return | 26.17% | 28.25%-2.1pp | 29.72%-3.5pp | 172.34%-146.2pp |
| Employer contribution / active EE | $797 | $1,257-36.6% | $1,032-22.8% | $4,379-81.8% |
| Participant deferral / active EE | $1,671 | $2,527-33.9% | $2,062-18.9% | $6,730-75.2% |
| Admin fee / account holder | $26 | $3,843-99.3% | $3,357-99.2% | $14,365-99.8% |