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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,833 | $181,896-69.3% | $156,551-64.3% | $273,972-79.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.94% | 30.74%-22.8pp | 32.23%-24.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $10,534 | $6,248+68.6% | $5,501+91.5% | $4,869+116.4% |
| Participant deferral / active EE | $12,565 | $5,550+126.4% | $4,871+157.9% | $5,287+137.6% |
| Admin fee / account holder | $300 | $15,560-98.1% | $13,028-97.7% | $10,133-97.0% |