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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,951 | $104,650-97.2% | $83,854-96.5% | $155,188-98.1% |
| Participation rate | 75.0% | 65.1%+9.9pp | 59.1%+15.9pp | 80.8%-5.8pp |
| Annual return | 21.12% | 28.97%-7.8pp | 31.39%-10.3pp | 148.84%-127.7pp |
| Employer contribution / active EE | $1,167 | $1,196-2.5% | $1,017+14.7% | $4,248-72.5% |
| Participant deferral / active EE | $1,377 | $2,367-41.8% | $2,035-32.3% | $6,531-78.9% |
| Admin fee / account holder | $26 | $3,518-99.3% | $3,197-99.2% | $14,480-99.8% |