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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,834 | $153,769-37.7% | $133,975-28.5% | $273,972-65.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.24% | 36.51%-27.3pp | 29.29%-20.1pp | 41.46%-32.2pp |
| Employer contribution / active EE | $2,976 | $6,029-50.6% | $5,211-42.9% | $4,869-38.9% |
| Participant deferral / active EE | $6,723 | $6,958-3.4% | $6,282+7.0% | $5,287+27.2% |
| Admin fee / account holder | $36 | $11,765-99.7% | $9,324-99.6% | $10,133-99.6% |