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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,194 | $153,769-64.8% | $133,975-59.5% | $273,972-80.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.62% | 36.51%-31.9pp | 29.29%-24.7pp | 41.46%-36.8pp |
| Employer contribution / active EE | $4,728 | $6,029-21.6% | $5,211-9.3% | $4,869-2.9% |
| Participant deferral / active EE | $12,872 | $6,958+85.0% | $6,282+104.9% | $5,287+143.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |