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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,725 | $153,769-69.0% | $133,975-64.4% | $273,972-82.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.98% | 36.51%-26.5pp | 29.29%-19.3pp | 41.46%-31.5pp |
| Employer contribution / active EE | $3,466 | $6,029-42.5% | $5,211-33.5% | $4,869-28.8% |
| Participant deferral / active EE | $7,458 | $6,958+7.2% | $6,282+18.7% | $5,287+41.1% |
| Admin fee / account holder | $20 | $11,765-99.8% | $9,324-99.8% | $10,133-99.8% |