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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,720 | $124,213-61.6% | $118,106-59.6% | $154,746-69.2% |
| Participation rate | 92.3% | 83.6%+8.7pp | 81.9%+10.4pp | 80.7%+11.6pp |
| Annual return | 17.24% | 18.29%-1.1pp | 19.44%-2.2pp | 172.34%-155.1pp |
| Employer contribution / active EE | $8,157 | $4,905+66.3% | $4,698+73.6% | $4,379+86.3% |
| Participant deferral / active EE | $6,812 | $6,859-0.7% | $6,619+2.9% | $6,730+1.2% |
| Admin fee / account holder | $20 | $9,627-99.8% | $8,973-99.8% | $14,365-99.9% |