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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,849 | $181,896-66.0% | $156,551-60.5% | $273,972-77.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.96% | 30.74%-25.8pp | 32.23%-27.3pp | 41.46%-36.5pp |
| Employer contribution / active EE | $6,706 | $6,248+7.3% | $5,501+21.9% | $4,869+37.7% |
| Participant deferral / active EE | $4,678 | $5,550-15.7% | $4,871-4.0% | $5,287-11.5% |
| Admin fee / account holder | $140 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |