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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,562 | $181,896-82.6% | $156,551-79.8% | $273,972-88.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 31.22% | 30.74%+0.5pp | 32.23%-1.0pp | 41.46%-10.2pp |
| Employer contribution / active EE | $1,787 | $6,248-71.4% | $5,501-67.5% | $4,869-63.3% |
| Participant deferral / active EE | $5,957 | $5,550+7.3% | $4,871+22.3% | $5,287+12.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |