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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,616 | $181,896-68.9% | $156,551-63.8% | $273,972-79.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.07% | 30.74%-23.7pp | 32.23%-25.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $9,351 | $6,248+49.7% | $5,501+70.0% | $4,869+92.1% |
| Participant deferral / active EE | $7,750 | $5,550+39.6% | $4,871+59.1% | $5,287+46.6% |
| Admin fee / account holder | $68 | $15,560-99.6% | $13,028-99.5% | $10,133-99.3% |