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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,415 | $153,769-62.7% | $133,975-57.1% | $273,972-79.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.30% | 36.51%-31.2pp | 29.29%-24.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $11,670 | $6,029+93.6% | $5,211+123.9% | $4,869+139.7% |
| Participant deferral / active EE | $8,550 | $6,958+22.9% | $6,282+36.1% | $5,287+61.7% |
| Admin fee / account holder | $170 | $11,765-98.6% | $9,324-98.2% | $10,133-98.3% |