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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,587 | $181,896-79.3% | $156,551-76.0% | $273,972-86.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.61% | 30.74%-19.1pp | 32.23%-20.6pp | 41.46%-29.8pp |
| Employer contribution / active EE | $1,468 | $6,248-76.5% | $5,501-73.3% | $4,869-69.8% |
| Participant deferral / active EE | $5,243 | $5,550-5.5% | $4,871+7.6% | $5,287-0.8% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |