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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,879 | $104,650-97.2% | $83,854-96.6% | $155,188-98.1% |
| Participation rate | 87.5% | 65.1%+22.4pp | 59.1%+28.4pp | 80.8%+6.7pp |
| Annual return | 19.84% | 28.97%-9.1pp | 31.39%-11.5pp | 148.84%-129.0pp |
| Employer contribution / active EE | $385 | $1,196-67.8% | $1,017-62.1% | $4,248-90.9% |
| Participant deferral / active EE | $497 | $2,367-79.0% | $2,035-75.6% | $6,531-92.4% |
| Admin fee / account holder | $27 | $3,518-99.2% | $3,197-99.2% | $14,480-99.8% |