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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,613 | $181,896-73.8% | $156,551-69.6% | $273,972-82.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.13% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,824 | $6,248-70.8% | $5,501-66.8% | $4,869-62.5% |
| Participant deferral / active EE | $8,137 | $5,550+46.6% | $4,871+67.0% | $5,287+53.9% |
| Admin fee / account holder | $10 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |