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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,638 | $181,896-34.2% | $156,551-23.6% | $273,972-56.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.85% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $10,047 | $6,248+60.8% | $5,501+82.6% | $4,869+106.4% |
| Participant deferral / active EE | $12,363 | $5,550+122.7% | $4,871+153.8% | $5,287+133.8% |
| Admin fee / account holder | $7 | $15,560-100.0% | $13,028-99.9% | $10,133-99.9% |