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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,928 | $181,896-46.7% | $156,551-38.1% | $273,972-64.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.17% | 30.74%-24.6pp | 32.23%-26.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $5,241 | $6,248-16.1% | $5,501-4.7% | $4,869+7.6% |
| Participant deferral / active EE | $3,911 | $5,550-29.5% | $4,871-19.7% | $5,287-26.0% |
| Admin fee / account holder | $41 | $15,560-99.7% | $13,028-99.7% | $10,133-99.6% |