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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,929 | $181,896-78.6% | $156,551-75.1% | $273,972-85.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.43% | 30.74%-25.3pp | 32.23%-26.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,799 | $6,248-71.2% | $5,501-67.3% | $4,869-63.1% |
| Participant deferral / active EE | $8,286 | $5,550+49.3% | $4,871+70.1% | $5,287+56.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |