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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,887 | $181,898-80.8% | $156,552-77.7% | $273,970-87.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.89% | 30.74%-26.9pp | 32.23%-28.3pp | 41.46%-37.6pp |
| Employer contribution / active EE | $12,490 | $6,248+99.9% | $5,501+127.0% | $4,869+156.5% |
| Participant deferral / active EE | $6,814 | $5,550+22.8% | $4,871+39.9% | $5,287+28.9% |
| Admin fee / account holder | $83 | $15,560-99.5% | $13,028-99.4% | $10,132-99.2% |