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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,386 | $181,896-53.6% | $156,551-46.1% | $273,972-69.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.27% | 30.74%-26.5pp | 32.23%-28.0pp | 41.46%-37.2pp |
| Employer contribution / active EE | $6,788 | $6,248+8.6% | $5,501+23.4% | $4,869+39.4% |
| Participant deferral / active EE | $8,367 | $5,550+50.8% | $4,871+71.8% | $5,287+58.2% |
| Admin fee / account holder | $18 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |