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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,143 | $181,896-39.4% | $156,551-29.6% | $273,972-59.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.00% | 30.74%-21.7pp | 32.23%-23.2pp | 41.46%-32.5pp |
| Employer contribution / active EE | $7,588 | $6,248+21.4% | $5,501+37.9% | $4,869+55.9% |
| Participant deferral / active EE | $4,433 | $5,550-20.1% | $4,871-9.0% | $5,287-16.2% |
| Admin fee / account holder | $242 | $15,560-98.4% | $13,028-98.1% | $10,133-97.6% |