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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,054 | $181,896-66.4% | $156,551-61.0% | $273,972-77.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.79% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $6,854 | $6,248+9.7% | $5,501+24.6% | $4,869+40.8% |
| Participant deferral / active EE | $11,556 | $5,550+108.2% | $4,871+137.2% | $5,287+118.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |