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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,674 | $181,896-76.5% | $156,551-72.7% | $273,972-84.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.61% | 30.74%-17.1pp | 32.23%-18.6pp | 41.46%-27.8pp |
| Employer contribution / active EE | $6,535 | $6,248+4.6% | $5,501+18.8% | $4,869+34.2% |
| Participant deferral / active EE | $6,000 | $5,550+8.1% | $4,871+23.2% | $5,287+13.5% |
| Admin fee / account holder | $156 | $15,560-99.0% | $13,028-98.8% | $10,133-98.5% |