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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,376 | $94,439-95.4% | $73,658-94.1% | $154,746-97.2% |
| Participation rate | 81.8% | 64.7%+17.2pp | 57.0%+24.8pp | 80.7%+1.1pp |
| Annual return | 20.23% | 28.25%-8.0pp | 29.72%-9.5pp | 172.34%-152.1pp |
| Employer contribution / active EE | $200 | $1,257-84.1% | $1,032-80.6% | $4,379-95.4% |
| Participant deferral / active EE | $892 | $2,527-64.7% | $2,062-56.7% | $6,730-86.7% |
| Admin fee / account holder | $9 | $3,843-99.8% | $3,357-99.7% | $14,365-99.9% |