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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,636 | $181,896-46.3% | $156,551-37.6% | $273,972-64.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.51% | 30.74%-25.2pp | 32.23%-26.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $6,302 | $6,248+0.9% | $5,501+14.5% | $4,869+29.4% |
| Participant deferral / active EE | $6,735 | $5,550+21.4% | $4,871+38.3% | $5,287+27.4% |
| Admin fee / account holder | $127 | $15,560-99.2% | $13,028-99.0% | $10,133-98.7% |