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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,738 | $181,896-17.7% | $156,551-4.4% | $273,972-45.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.37% | 30.74%-20.4pp | 32.23%-21.9pp | 41.46%-31.1pp |
| Employer contribution / active EE | $2,784 | $6,248-55.4% | $5,501-49.4% | $4,869-42.8% |
| Participant deferral / active EE | $7,578 | $5,550+36.5% | $4,871+55.6% | $5,287+43.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |