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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,053 | $153,774-72.7% | $133,979-68.6% | $273,970-84.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.19% | 36.51%-22.3pp | 29.30%-15.1pp | 41.46%-27.3pp |
| Employer contribution / active EE | $2,636 | $6,029-56.3% | $5,211-49.4% | $4,869-45.9% |
| Participant deferral / active EE | $7,470 | $6,958+7.4% | $6,282+18.9% | $5,287+41.3% |
| Admin fee / account holder | $7 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |