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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,588 | $181,896-77.1% | $156,551-73.4% | $273,972-84.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 16.75% | 30.74%-14.0pp | 32.23%-15.5pp | 41.46%-24.7pp |
| Employer contribution / active EE | $8,952 | $6,248+43.3% | $5,501+62.7% | $4,869+83.9% |
| Participant deferral / active EE | $10,278 | $5,550+85.2% | $4,871+111.0% | $5,287+94.4% |
| Admin fee / account holder | $164 | $15,560-98.9% | $13,028-98.7% | $10,133-98.4% |