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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,671 | $94,439-95.1% | $73,658-93.7% | $154,746-97.0% |
| Participation rate | 75.0% | 64.7%+10.3pp | 57.0%+18.0pp | 80.7%-5.7pp |
| Annual return | 20.08% | 28.25%-8.2pp | 29.72%-9.6pp | 172.34%-152.3pp |
| Employer contribution / active EE | $269 | $1,257-78.6% | $1,032-73.9% | $4,379-93.9% |
| Participant deferral / active EE | $624 | $2,527-75.3% | $2,062-69.7% | $6,730-90.7% |
| Admin fee / account holder | $29 | $3,843-99.2% | $3,357-99.1% | $14,365-99.8% |