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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,107 | $181,896-25.7% | $156,551-13.7% | $273,972-50.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.67% | 30.74%-23.1pp | 32.23%-24.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $8,772 | $6,248+40.4% | $5,501+59.5% | $4,869+80.2% |
| Participant deferral / active EE | $6,155 | $5,550+10.9% | $4,871+26.3% | $5,287+16.4% |
| Admin fee / account holder | $6 | $15,560-100.0% | $13,028-100.0% | $10,133-99.9% |