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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,941 | $153,769-59.1% | $133,975-53.0% | $273,972-77.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.52% | 36.51%-25.0pp | 29.29%-17.8pp | 41.46%-29.9pp |
| Employer contribution / active EE | $13,355 | $6,029+121.5% | $5,211+156.3% | $4,869+174.3% |
| Participant deferral / active EE | $15,474 | $6,958+122.4% | $6,282+146.3% | $5,287+192.7% |
| Admin fee / account holder | $8 | $11,765-99.9% | $9,324-99.9% | $10,133-99.9% |