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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,698 | $181,896-77.6% | $156,551-74.0% | $273,972-85.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.06% | 30.74%-23.7pp | 32.23%-25.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $6,566 | $6,248+5.1% | $5,501+19.3% | $4,869+34.9% |
| Participant deferral / active EE | $3,742 | $5,550-32.6% | $4,871-23.2% | $5,287-29.2% |
| Admin fee / account holder | $242 | $15,560-98.4% | $13,028-98.1% | $10,133-97.6% |