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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,044 | $181,896-65.3% | $156,551-59.7% | $273,972-77.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.03% | 30.74%-23.7pp | 32.23%-25.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $28,915 | $6,248+362.8% | $5,501+425.6% | $4,869+493.9% |
| Participant deferral / active EE | $13,282 | $5,550+139.3% | $4,871+172.7% | $5,287+151.2% |
| Admin fee / account holder | $243 | $15,560-98.4% | $13,028-98.1% | $10,133-97.6% |