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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,641 | $181,896-72.7% | $156,551-68.3% | $273,972-81.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 25.31% | 30.74%-5.4pp | 32.23%-6.9pp | 41.46%-16.1pp |
| Employer contribution / active EE | $35,000 | $6,248+460.2% | $5,501+536.2% | $4,869+618.9% |
| Participant deferral / active EE | $24,393 | $5,550+339.5% | $4,871+400.8% | $5,287+361.4% |
| Admin fee / account holder | $4 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |