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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,674 | $181,896-15.5% | $156,551-1.8% | $273,972-43.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.61% | 30.74%-21.1pp | 32.23%-22.6pp | 41.46%-31.9pp |
| Employer contribution / active EE | $7,107 | $6,248+13.7% | $5,501+29.2% | $4,869+46.0% |
| Participant deferral / active EE | $3,164 | $5,550-43.0% | $4,871-35.0% | $5,287-40.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |