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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,937 | $181,898-81.3% | $156,552-78.3% | $273,970-87.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.29% | 30.74%-27.5pp | 32.23%-28.9pp | 41.46%-38.2pp |
| Employer contribution / active EE | $9,551 | $6,248+52.9% | $5,501+73.6% | $4,869+96.2% |
| Participant deferral / active EE | $6,295 | $5,550+13.4% | $4,871+29.2% | $5,287+19.1% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,132-100.0% |