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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,754 | $153,769-78.0% | $133,975-74.8% | $273,972-87.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.93% | 36.51%-25.6pp | 29.29%-18.4pp | 41.46%-30.5pp |
| Employer contribution / active EE | $6,218 | $6,029+3.1% | $5,211+19.3% | $4,869+27.7% |
| Participant deferral / active EE | $8,491 | $6,958+22.0% | $6,282+35.2% | $5,287+60.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |