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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,423 | $153,769-47.7% | $133,975-40.0% | $273,972-70.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.98% | 36.51%-27.5pp | 29.29%-20.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $6,516 | $6,029+8.1% | $5,211+25.0% | $4,869+33.8% |
| Participant deferral / active EE | $16,296 | $6,958+134.2% | $6,282+159.4% | $5,287+208.2% |
| Admin fee / account holder | $69 | $11,765-99.4% | $9,324-99.3% | $10,133-99.3% |