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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,478 | $181,896-21.7% | $156,551-9.0% | $273,972-48.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.02% | 30.74%-23.7pp | 32.23%-25.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $8,827 | $6,248+41.3% | $5,501+60.4% | $4,869+81.3% |
| Participant deferral / active EE | $5,118 | $5,550-7.8% | $4,871+5.1% | $5,287-3.2% |
| Admin fee / account holder | $233 | $15,560-98.5% | $13,028-98.2% | $10,133-97.7% |