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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,289 | $153,769-56.2% | $133,975-49.8% | $273,972-75.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.57% | 36.51%-27.9pp | 29.29%-20.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $9,291 | $6,029+54.1% | $5,211+78.3% | $4,869+90.8% |
| Participant deferral / active EE | $12,000 | $6,958+72.5% | $6,282+91.0% | $5,287+127.0% |
| Admin fee / account holder | $90 | $11,765-99.2% | $9,324-99.0% | $10,133-99.1% |