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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,761 | $153,769-77.4% | $133,975-74.1% | $273,972-87.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 20.93% | 36.51%-15.6pp | 29.29%-8.4pp | 41.46%-20.5pp |
| Employer contribution / active EE | $3,099 | $6,029-48.6% | $5,211-40.5% | $4,869-36.4% |
| Participant deferral / active EE | $9,820 | $6,958+41.1% | $6,282+56.3% | $5,287+85.7% |
| Admin fee / account holder | $13 | $11,765-99.9% | $9,324-99.9% | $10,133-99.9% |