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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,435 | $112,729-89.0% | $98,716-87.4% | $137,256-90.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 26.06% | 38.48%-12.4pp | 31.81%-5.7pp | 220.34%-194.3pp |
| Employer contribution / active EE | $861 | $2,725-68.4% | $2,279-62.2% | $4,156-79.3% |
| Participant deferral / active EE | $2,642 | $4,640-43.1% | $4,048-34.7% | $6,407-58.8% |
| Admin fee / account holder | $20 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |