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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,535 | $153,311-77.5% | $109,313-68.4% | $273,972-87.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.33% | 29.86%-24.5pp | 22.07%-16.7pp | 41.46%-36.1pp |
| Employer contribution / active EE | $7,274 | $5,619+29.5% | $3,892+86.9% | $4,869+49.4% |
| Participant deferral / active EE | $4,249 | $3,932+8.1% | $3,166+34.2% | $5,287-19.6% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |