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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,994 | $181,896-27.4% | $156,551-15.7% | $273,972-51.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.70% | 30.74%-24.0pp | 32.23%-25.5pp | 41.46%-34.8pp |
| Employer contribution / active EE | $3,213 | $6,248-48.6% | $5,501-41.6% | $4,869-34.0% |
| Participant deferral / active EE | $13,667 | $5,550+146.2% | $4,871+180.6% | $5,287+158.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |