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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,498 | $181,896-77.2% | $156,551-73.5% | $273,972-84.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.55% | 30.74%-17.2pp | 32.23%-18.7pp | 41.46%-27.9pp |
| Employer contribution / active EE | $9,344 | $6,248+49.6% | $5,501+69.9% | $4,869+91.9% |
| Participant deferral / active EE | $8,291 | $5,550+49.4% | $4,871+70.2% | $5,287+56.8% |
| Admin fee / account holder | $255 | $15,560-98.4% | $13,028-98.0% | $10,133-97.5% |