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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,926 | $153,769-14.9% | $133,975-2.3% | $273,972-52.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.33% | 36.51%-28.2pp | 29.29%-21.0pp | 41.46%-33.1pp |
| Employer contribution / active EE | $2,464 | $6,029-59.1% | $5,211-52.7% | $4,869-49.4% |
| Participant deferral / active EE | $6,656 | $6,958-4.4% | $6,282+6.0% | $5,287+25.9% |
| Admin fee / account holder | $3 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |