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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,749 | $181,896-23.2% | $156,551-10.7% | $273,972-49.0% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 3.35% | 30.74%-27.4pp | 32.23%-28.9pp | 41.46%-38.1pp |
| Employer contribution / active EE | $7,283 | $6,248+16.6% | $5,501+32.4% | $4,869+49.6% |
| Participant deferral / active EE | $8,000 | $5,550+44.1% | $4,871+64.2% | $5,287+51.3% |
| Admin fee / account holder | $12 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |