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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,881 | $181,896-30.2% | $156,551-19.0% | $273,972-53.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.91% | 30.74%-23.8pp | 32.23%-25.3pp | 41.46%-34.5pp |
| Employer contribution / active EE | $3,087 | $6,248-50.6% | $5,501-43.9% | $4,869-36.6% |
| Participant deferral / active EE | $6,155 | $5,550+10.9% | $4,871+26.4% | $5,287+16.4% |
| Admin fee / account holder | $230 | $15,560-98.5% | $13,028-98.2% | $10,133-97.7% |