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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,580 | $181,896-19.4% | $156,551-6.4% | $273,972-46.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.32% | 30.74%-26.4pp | 32.23%-27.9pp | 41.46%-37.1pp |
| Employer contribution / active EE | $15,725 | $6,248+151.7% | $5,501+185.8% | $4,869+223.0% |
| Participant deferral / active EE | $4,045 | $5,550-27.1% | $4,871-17.0% | $5,287-23.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |