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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,737 | $153,769-73.5% | $133,975-69.6% | $273,972-85.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 19.37% | 36.51%-17.1pp | 29.29%-9.9pp | 41.46%-22.1pp |
| Employer contribution / active EE | $7,650 | $6,029+26.9% | $5,211+46.8% | $4,869+57.1% |
| Participant deferral / active EE | $10,350 | $6,958+48.7% | $6,282+64.8% | $5,287+95.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |