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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,925 | $153,769-64.3% | $133,975-59.0% | $273,972-80.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.62% | 36.51%-26.9pp | 29.29%-19.7pp | 41.46%-31.8pp |
| Employer contribution / active EE | $3,337 | $6,029-44.6% | $5,211-36.0% | $4,869-31.5% |
| Participant deferral / active EE | $13,333 | $6,958+91.6% | $6,282+112.3% | $5,287+152.2% |
| Admin fee / account holder | $286 | $11,765-97.6% | $9,324-96.9% | $10,133-97.2% |