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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,567 | $153,769-16.4% | $133,975-4.0% | $273,972-53.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.99% | 36.51%-25.5pp | 29.29%-18.3pp | 41.46%-30.5pp |
| Employer contribution / active EE | $8,873 | $6,029+47.2% | $5,211+70.3% | $4,869+82.2% |
| Participant deferral / active EE | $5,844 | $6,958-16.0% | $6,282-7.0% | $5,287+10.5% |
| Admin fee / account holder | $6 | $11,765-100.0% | $9,324-99.9% | $10,133-99.9% |