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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,477 | $181,896-30.5% | $156,551-19.2% | $273,972-53.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.39% | 30.74%-24.4pp | 32.23%-25.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $11,014 | $6,248+76.3% | $5,501+100.2% | $4,869+126.2% |
| Participant deferral / active EE | $7,130 | $5,550+28.5% | $4,871+46.4% | $5,287+34.9% |
| Admin fee / account holder | $121 | $15,560-99.2% | $13,028-99.1% | $10,133-98.8% |