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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,200 | $153,769-70.6% | $133,975-66.3% | $273,972-83.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 22.44% | 36.51%-14.1pp | 29.29%-6.9pp | 41.46%-19.0pp |
| Employer contribution / active EE | $5,774 | $6,029-4.2% | $5,211+10.8% | $4,869+18.6% |
| Participant deferral / active EE | $10,046 | $6,958+44.4% | $6,282+59.9% | $5,287+90.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |