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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,714 | $181,896-3.9% | $156,551+11.6% | $273,972-36.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.02% | 30.74%-20.7pp | 32.23%-22.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $2,189 | $6,248-65.0% | $5,501-60.2% | $4,869-55.0% |
| Participant deferral / active EE | $5,335 | $5,550-3.9% | $4,871+9.5% | $5,287+0.9% |
| Admin fee / account holder | $24 | $15,560-99.8% | $13,028-99.8% | $10,133-99.8% |