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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,170 | $153,769-22.5% | $133,975-11.1% | $273,972-56.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.31% | 36.51%-33.2pp | 29.29%-26.0pp | 41.46%-38.1pp |
| Employer contribution / active EE | $6,875 | $6,029+14.0% | $5,211+31.9% | $4,869+41.2% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |