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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,421 | $153,769-76.3% | $133,975-72.8% | $273,972-86.7% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 12.22% | 36.51%-24.3pp | 29.29%-17.1pp | 41.46%-29.2pp |
| Employer contribution / active EE | $13,116 | $6,029+117.6% | $5,211+151.7% | $4,869+169.4% |
| Participant deferral / active EE | $6,974 | $6,958+0.2% | $6,282+11.0% | $5,287+31.9% |
| Admin fee / account holder | $92 | $11,765-99.2% | $9,324-99.0% | $10,133-99.1% |