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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,985 | $153,769-14.8% | $133,975-2.2% | $273,972-52.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.50% | 36.51%-24.0pp | 29.29%-16.8pp | 41.46%-29.0pp |
| Employer contribution / active EE | $2,215 | $6,029-63.3% | $5,211-57.5% | $4,869-54.5% |
| Participant deferral / active EE | $4,604 | $6,958-33.8% | $6,282-26.7% | $5,287-12.9% |
| Admin fee / account holder | $43 | $11,765-99.6% | $9,324-99.5% | $10,133-99.6% |