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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,730 | $153,769-78.1% | $133,975-74.8% | $273,972-87.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.16% | 36.51%-24.3pp | 29.29%-17.1pp | 41.46%-29.3pp |
| Employer contribution / active EE | $8,563 | $6,029+42.0% | $5,211+64.3% | $4,869+75.9% |
| Participant deferral / active EE | $8,329 | $6,958+19.7% | $6,282+32.6% | $5,287+57.5% |
| Admin fee / account holder | $66 | $11,765-99.4% | $9,324-99.3% | $10,133-99.4% |