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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,075 | $181,896-38.9% | $156,551-29.0% | $273,972-59.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.39% | 30.74%-25.3pp | 32.23%-26.8pp | 41.46%-36.1pp |
| Employer contribution / active EE | $2,791 | $6,248-55.3% | $5,501-49.3% | $4,869-42.7% |
| Participant deferral / active EE | $7,190 | $5,550+29.6% | $4,871+47.6% | $5,287+36.0% |
| Admin fee / account holder | $92 | $15,560-99.4% | $13,028-99.3% | $10,133-99.1% |