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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,103 | $153,769-64.2% | $133,975-58.9% | $273,972-79.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.26% | 36.51%-28.2pp | 29.29%-21.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $11,865 | $6,029+96.8% | $5,211+127.7% | $4,869+143.7% |
| Participant deferral / active EE | $9,977 | $6,958+43.4% | $6,282+58.8% | $5,287+88.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |