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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,025 | $181,896-50.5% | $156,551-42.5% | $273,972-67.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.89% | 30.74%-23.9pp | 32.23%-25.3pp | 41.46%-34.6pp |
| Employer contribution / active EE | $2,402 | $6,248-61.6% | $5,501-56.3% | $4,869-50.7% |
| Participant deferral / active EE | $6,957 | $5,550+25.4% | $4,871+42.8% | $5,287+31.6% |
| Admin fee / account holder | $131 | $15,560-99.2% | $13,028-99.0% | $10,133-98.7% |