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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,772 | $181,896-66.0% | $156,551-60.5% | $273,972-77.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.88% | 30.74%-21.9pp | 32.23%-23.3pp | 41.46%-32.6pp |
| Employer contribution / active EE | $6,804 | $6,248+8.9% | $5,501+23.7% | $4,869+39.7% |
| Participant deferral / active EE | $5,198 | $5,550-6.3% | $4,871+6.7% | $5,287-1.7% |
| Admin fee / account holder | $119 | $15,560-99.2% | $13,028-99.1% | $10,133-98.8% |