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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,902 | $181,896-41.8% | $156,551-32.4% | $273,972-61.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.43% | 30.74%-21.3pp | 32.23%-22.8pp | 41.46%-32.0pp |
| Employer contribution / active EE | $2,228 | $6,248-64.3% | $5,501-59.5% | $4,869-54.2% |
| Participant deferral / active EE | $3,671 | $5,550-33.9% | $4,871-24.6% | $5,287-30.6% |
| Admin fee / account holder | $215 | $15,560-98.6% | $13,028-98.3% | $10,133-97.9% |