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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,418 | $181,896-38.7% | $156,551-28.8% | $273,972-59.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.75% | 30.74%-21.0pp | 32.23%-22.5pp | 41.46%-31.7pp |
| Employer contribution / active EE | $1,808 | $6,248-71.1% | $5,501-67.1% | $4,869-62.9% |
| Participant deferral / active EE | $4,686 | $5,550-15.6% | $4,871-3.8% | $5,287-11.4% |
| Admin fee / account holder | $241 | $15,560-98.5% | $13,028-98.2% | $10,133-97.6% |