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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,158 | $153,769-9.5% | $133,975+3.9% | $273,972-49.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.93% | 36.51%-31.6pp | 29.29%-24.4pp | 41.46%-36.5pp |
| Employer contribution / active EE | $7,621 | $6,029+26.4% | $5,211+46.2% | $4,869+56.5% |
| Participant deferral / active EE | $8,087 | $6,958+16.2% | $6,282+28.7% | $5,287+53.0% |
| Admin fee / account holder | $101 | $11,765-99.1% | $9,324-98.9% | $10,133-99.0% |