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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,812 | $153,769-19.5% | $133,975-7.6% | $273,972-54.8% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 8.42% | 36.51%-28.1pp | 29.29%-20.9pp | 41.46%-33.0pp |
| Employer contribution / active EE | $2,835 | $6,029-53.0% | $5,211-45.6% | $4,869-41.8% |
| Participant deferral / active EE | $7,222 | $6,958+3.8% | $6,282+15.0% | $5,287+36.6% |
| Admin fee / account holder | $72 | $11,765-99.4% | $9,324-99.2% | $10,133-99.3% |