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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,587 | $181,896-51.8% | $156,551-44.1% | $273,972-68.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.65% | 30.74%-24.1pp | 32.23%-25.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $6,781 | $6,248+8.5% | $5,501+23.3% | $4,869+39.3% |
| Participant deferral / active EE | $3,765 | $5,550-32.2% | $4,871-22.7% | $5,287-28.8% |
| Admin fee / account holder | $39 | $15,560-99.8% | $13,028-99.7% | $10,133-99.6% |