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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,501 | $181,896-73.3% | $156,551-69.0% | $273,972-82.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.15% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $12,243 | $6,248+96.0% | $5,501+122.6% | $4,869+151.5% |
| Participant deferral / active EE | $8,543 | $5,550+53.9% | $4,871+75.4% | $5,287+61.6% |
| Admin fee / account holder | $269 | $15,560-98.3% | $13,028-97.9% | $10,133-97.3% |