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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,732 | $215,361-78.3% | $171,082-72.7% | $273,972-82.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.39% | 25.14%-15.7pp | 32.56%-23.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $7,189 | $4,967+44.7% | $4,002+79.6% | $4,869+47.7% |
| Participant deferral / active EE | $7,107 | $5,543+28.2% | $4,797+48.1% | $5,287+34.4% |
| Admin fee / account holder | $276 | $10,846-97.5% | $8,520-96.8% | $10,133-97.3% |