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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,646 | $153,769-45.0% | $133,975-36.8% | $273,972-69.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.91% | 36.51%-30.6pp | 29.29%-23.4pp | 41.46%-35.5pp |
| Employer contribution / active EE | $6,893 | $6,029+14.3% | $5,211+32.3% | $4,869+41.6% |
| Participant deferral / active EE | $4,571 | $6,958-34.3% | $6,282-27.2% | $5,287-13.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |