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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,475 | $181,896-39.8% | $156,551-30.1% | $273,972-60.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.17% | 30.74%-15.6pp | 32.23%-17.1pp | 41.46%-26.3pp |
| Employer contribution / active EE | $33,909 | $6,248+442.7% | $5,501+516.4% | $4,869+596.5% |
| Participant deferral / active EE | $20,864 | $5,550+275.9% | $4,871+328.3% | $5,287+294.6% |
| Admin fee / account holder | $205 | $15,560-98.7% | $13,028-98.4% | $10,133-98.0% |