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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,942 | $181,896-39.6% | $156,551-29.8% | $273,972-59.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.14% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $4,000 | $6,248-36.0% | $5,501-27.3% | $4,869-17.8% |
| Participant deferral / active EE | $4,426 | $5,550-20.2% | $4,871-9.1% | $5,287-16.3% |
| Admin fee / account holder | $78 | $15,560-99.5% | $13,028-99.4% | $10,133-99.2% |