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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,116 | $122,962-95.0% | $71,585-91.5% | $138,895-95.6% |
| Participation rate | 83.3% | 68.9%+14.5pp | 68.2%+15.2pp | 79.9%+3.4pp |
| Annual return | 26.83% | 37.84%-11.0pp | 59.26%-32.4pp | 145.39%-118.6pp |
| Employer contribution / active EE | $819 | $2,620-68.7% | $1,669-50.9% | $4,194-80.5% |
| Participant deferral / active EE | $1,401 | $4,311-67.5% | $2,923-52.1% | $6,396-78.1% |
| Admin fee / account holder | $16 | $6,488-99.8% | $4,712-99.7% | $12,562-99.9% |