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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,803 | $181,896-63.3% | $156,551-57.3% | $273,972-75.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.98% | 30.74%-22.8pp | 32.23%-24.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $9,507 | $6,248+52.2% | $5,501+72.8% | $4,869+95.3% |
| Participant deferral / active EE | $3,207 | $5,550-42.2% | $4,871-34.2% | $5,287-39.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |