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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,080 | $181,896-71.4% | $156,551-66.7% | $273,972-81.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.69% | 30.74%-23.0pp | 32.23%-24.5pp | 41.46%-33.8pp |
| Employer contribution / active EE | $9,037 | $6,248+44.6% | $5,501+64.3% | $4,869+85.6% |
| Participant deferral / active EE | $7,221 | $5,550+30.1% | $4,871+48.2% | $5,287+36.6% |
| Admin fee / account holder | $210 | $15,560-98.6% | $13,028-98.4% | $10,133-97.9% |