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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,326 | $153,769-65.3% | $133,975-60.2% | $273,972-80.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.47% | 36.51%-24.0pp | 29.29%-16.8pp | 41.46%-29.0pp |
| Employer contribution / active EE | $5,652 | $6,029-6.3% | $5,211+8.5% | $4,869+16.1% |
| Participant deferral / active EE | $12,611 | $6,958+81.2% | $6,282+100.7% | $5,287+138.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |