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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,517 | $153,769-76.9% | $133,975-73.5% | $273,972-87.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.58% | 36.51%-22.9pp | 29.29%-15.7pp | 41.46%-27.9pp |
| Employer contribution / active EE | $11,320 | $6,029+87.8% | $5,211+117.2% | $4,869+132.5% |
| Participant deferral / active EE | $10,250 | $6,958+47.3% | $6,282+63.2% | $5,287+93.9% |
| Admin fee / account holder | $55 | $11,765-99.5% | $9,324-99.4% | $10,133-99.5% |