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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,668 | $124,213-52.0% | $118,106-49.5% | $154,746-61.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 15.29% | 18.29%-3.0pp | 19.44%-4.2pp | 172.34%-157.1pp |
| Employer contribution / active EE | $5,439 | $4,905+10.9% | $4,698+15.8% | $4,379+24.2% |
| Participant deferral / active EE | $7,105 | $6,859+3.6% | $6,619+7.3% | $6,730+5.6% |
| Admin fee / account holder | $0 | $9,627-100.0% | $8,973-100.0% | $14,365-100.0% |