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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,728 | $153,769-2.0% | $133,975+12.5% | $273,972-45.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.74% | 36.51%-26.8pp | 29.29%-19.6pp | 41.46%-31.7pp |
| Employer contribution / active EE | $6,880 | $6,029+14.1% | $5,211+32.0% | $4,869+41.3% |
| Participant deferral / active EE | $7,450 | $6,958+7.1% | $6,282+18.6% | $5,287+40.9% |
| Admin fee / account holder | $134 | $11,765-98.9% | $9,324-98.6% | $10,133-98.7% |