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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,928 | $181,896-75.9% | $156,551-71.9% | $273,972-84.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.89% | 30.74%-24.8pp | 32.23%-26.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $5,008 | $6,248-19.8% | $5,501-9.0% | $4,869+2.9% |
| Participant deferral / active EE | $9,517 | $5,550+71.5% | $4,871+95.4% | $5,287+80.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |