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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,923 | $181,896-64.9% | $156,551-59.2% | $273,972-76.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.88% | 30.74%-15.9pp | 32.23%-17.3pp | 41.46%-26.6pp |
| Employer contribution / active EE | $2,764 | $6,248-55.8% | $5,501-49.8% | $4,869-43.2% |
| Participant deferral / active EE | $7,549 | $5,550+36.0% | $4,871+55.0% | $5,287+42.8% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |