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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,533 | $181,896-31.0% | $156,551-19.8% | $273,972-54.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.29% | 30.74%-24.5pp | 32.23%-25.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $8,477 | $6,248+35.7% | $5,501+54.1% | $4,869+74.1% |
| Participant deferral / active EE | $5,528 | $5,550-0.4% | $4,871+13.5% | $5,287+4.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |