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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,944 | $153,769-15.5% | $133,975-3.0% | $273,972-52.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.17% | 36.51%-26.3pp | 29.29%-19.1pp | 41.46%-31.3pp |
| Employer contribution / active EE | $2,712 | $6,029-55.0% | $5,211-48.0% | $4,869-44.3% |
| Participant deferral / active EE | $8,598 | $6,958+23.6% | $6,282+36.9% | $5,287+62.6% |
| Admin fee / account holder | $25 | $11,765-99.8% | $9,324-99.7% | $10,133-99.8% |