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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,590 | $153,769-19.0% | $133,975-7.0% | $273,972-54.5% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 5.94% | 36.51%-30.6pp | 29.29%-23.4pp | 41.46%-35.5pp |
| Employer contribution / active EE | $6,784 | $6,029+12.5% | $5,211+30.2% | $4,869+39.3% |
| Participant deferral / active EE | $8,837 | $6,958+27.0% | $6,282+40.7% | $5,287+67.1% |
| Admin fee / account holder | $21 | $11,765-99.8% | $9,324-99.8% | $10,133-99.8% |