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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,011 | $215,361-4.8% | $171,082+19.8% | $273,972-25.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.78% | 25.14%-18.4pp | 32.56%-25.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,855 | $4,967-42.5% | $4,002-28.7% | $4,869-41.4% |
| Participant deferral / active EE | $5,341 | $5,543-3.7% | $4,797+11.3% | $5,287+1.0% |
| Admin fee / account holder | $300 | $10,846-97.2% | $8,520-96.5% | $10,133-97.0% |