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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,409 | $181,896-76.1% | $156,551-72.3% | $273,972-84.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.24% | 30.74%-15.5pp | 32.23%-17.0pp | 41.46%-26.2pp |
| Employer contribution / active EE | $12,656 | $6,248+102.6% | $5,501+130.1% | $4,869+159.9% |
| Participant deferral / active EE | $8,968 | $5,550+61.6% | $4,871+84.1% | $5,287+69.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |