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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,868 | $181,896-66.0% | $156,551-60.5% | $273,972-77.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.23% | 30.74%-22.5pp | 32.23%-24.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $11,258 | $6,248+80.2% | $5,501+104.6% | $4,869+131.2% |
| Participant deferral / active EE | $6,139 | $5,550+10.6% | $4,871+26.0% | $5,287+16.1% |
| Admin fee / account holder | $28 | $15,560-99.8% | $13,028-99.8% | $10,133-99.7% |