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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,690 | $153,769-57.3% | $133,975-51.0% | $273,972-76.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.78% | 36.51%-27.7pp | 29.29%-20.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $8,029 | $6,029+33.2% | $5,211+54.1% | $4,869+64.9% |
| Participant deferral / active EE | $13,380 | $6,958+92.3% | $6,282+113.0% | $5,287+153.1% |
| Admin fee / account holder | $9 | $11,765-99.9% | $9,324-99.9% | $10,133-99.9% |