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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,685 | $181,896-80.9% | $156,551-77.8% | $273,972-87.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.74% | 30.74%-20.0pp | 32.23%-21.5pp | 41.46%-30.7pp |
| Employer contribution / active EE | $2,164 | $6,248-65.4% | $5,501-60.7% | $4,869-55.6% |
| Participant deferral / active EE | $2,950 | $5,550-46.8% | $4,871-39.4% | $5,287-44.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |