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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,540 | $181,896-61.8% | $156,551-55.6% | $273,972-74.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.93% | 30.74%-25.8pp | 32.23%-27.3pp | 41.46%-36.5pp |
| Employer contribution / active EE | $17,429 | $6,248+178.9% | $5,501+216.8% | $4,869+258.0% |
| Participant deferral / active EE | $2,485 | $5,550-55.2% | $4,871-49.0% | $5,287-53.0% |
| Admin fee / account holder | $30 | $15,560-99.8% | $13,028-99.8% | $10,133-99.7% |