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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,732 | $153,769+17.5% | $133,975+34.9% | $273,972-34.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.79% | 36.51%-30.7pp | 29.29%-23.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $7,782 | $6,029+29.1% | $5,211+49.3% | $4,869+59.8% |
| Participant deferral / active EE | $4,208 | $6,958-39.5% | $6,282-33.0% | $5,287-20.4% |
| Admin fee / account holder | $28 | $11,765-99.8% | $9,324-99.7% | $10,133-99.7% |