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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,790 | $104,650-96.4% | $83,854-95.5% | $155,188-97.6% |
| Participation rate | 85.7% | 65.1%+20.6pp | 59.1%+26.6pp | 80.8%+4.9pp |
| Annual return | 25.86% | 28.97%-3.1pp | 31.39%-5.5pp | 148.84%-123.0pp |
| Employer contribution / active EE | $969 | $1,196-19.0% | $1,017-4.7% | $4,248-77.2% |
| Participant deferral / active EE | $1,711 | $2,367-27.7% | $2,035-15.9% | $6,531-73.8% |
| Admin fee / account holder | $42 | $3,518-98.8% | $3,197-98.7% | $14,480-99.7% |