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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,751 | $77,814-84.9% | $158,223-92.6% | $86,983-86.5% |
| Participation rate | 88.7% | 68.4%+20.3pp | 79.2%+9.5pp | 69.5%+19.1pp |
| Annual return | 26.37% | 30.54%-4.2pp | 52.09%-25.7pp | 25.83%+0.5pp |
| Employer contribution / active EE | $587 | $2,592-77.3% | $4,109-85.7% | $2,584-77.3% |
| Participant deferral / active EE | $5,717 | $3,270+74.9% | $5,467+4.6% | $4,194+36.3% |
| Admin fee / account holder | $291 | $5,879-95.0% | $16,047-98.2% | $7,856-96.3% |