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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,335 | $153,769-66.0% | $133,975-60.9% | $273,972-80.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.70% | 36.51%-32.8pp | 29.29%-25.6pp | 41.46%-37.8pp |
| Employer contribution / active EE | $8,937 | $6,029+48.2% | $5,211+71.5% | $4,869+83.5% |
| Participant deferral / active EE | $5,934 | $6,958-14.7% | $6,282-5.5% | $5,287+12.2% |
| Admin fee / account holder | $35 | $11,765-99.7% | $9,324-99.6% | $10,133-99.7% |