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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,798 | $181,896-75.9% | $156,551-72.0% | $273,972-84.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.14% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,822 | $6,248-54.8% | $5,501-48.7% | $4,869-42.0% |
| Participant deferral / active EE | $11,803 | $5,550+112.7% | $4,871+142.3% | $5,287+123.2% |
| Admin fee / account holder | $168 | $15,560-98.9% | $13,028-98.7% | $10,133-98.3% |