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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,464 | $181,896-28.8% | $156,551-17.3% | $273,972-52.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 9.01% | 30.74%-21.7pp | 32.23%-23.2pp | 41.46%-32.4pp |
| Employer contribution / active EE | $7,317 | $6,248+17.1% | $5,501+33.0% | $4,869+50.3% |
| Participant deferral / active EE | $5,561 | $5,550+0.2% | $4,871+14.2% | $5,287+5.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |