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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,504 | $181,896-48.6% | $156,551-40.3% | $273,972-65.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.63% | 30.74%-18.1pp | 32.23%-19.6pp | 41.46%-28.8pp |
| Employer contribution / active EE | $2,440 | $6,248-61.0% | $5,501-55.7% | $4,869-49.9% |
| Participant deferral / active EE | $8,717 | $5,550+57.1% | $4,871+78.9% | $5,287+64.9% |
| Admin fee / account holder | $115 | $15,560-99.3% | $13,028-99.1% | $10,133-98.9% |