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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,061 | $181,896-31.8% | $156,551-20.8% | $273,972-54.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.12% | 30.74%-21.6pp | 32.23%-23.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $3,052 | $6,248-51.1% | $5,501-44.5% | $4,869-37.3% |
| Participant deferral / active EE | $2,314 | $5,550-58.3% | $4,871-52.5% | $5,287-56.2% |
| Admin fee / account holder | $14 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |