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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,819 | $181,896-2.8% | $156,551+12.9% | $273,972-35.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.08% | 30.74%-25.7pp | 32.23%-27.1pp | 41.46%-36.4pp |
| Employer contribution / active EE | $4,788 | $6,248-23.4% | $5,501-13.0% | $4,869-1.7% |
| Participant deferral / active EE | $9,463 | $5,550+70.5% | $4,871+94.3% | $5,287+79.0% |
| Admin fee / account holder | $292 | $15,560-98.1% | $13,028-97.8% | $10,133-97.1% |