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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,747 | $181,896-59.5% | $156,551-52.9% | $273,972-73.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.15% | 30.74%-15.6pp | 32.23%-17.1pp | 41.46%-26.3pp |
| Employer contribution / active EE | $7,420 | $6,248+18.8% | $5,501+34.9% | $4,869+52.4% |
| Participant deferral / active EE | $4,333 | $5,550-21.9% | $4,871-11.1% | $5,287-18.1% |
| Admin fee / account holder | $18 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |