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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,907 | $181,896-17.6% | $156,551-4.2% | $273,972-45.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.58% | 30.74%-19.2pp | 32.23%-20.6pp | 41.46%-29.9pp |
| Employer contribution / active EE | $3,920 | $6,248-37.3% | $5,501-28.8% | $4,869-19.5% |
| Participant deferral / active EE | $5,736 | $5,550+3.3% | $4,871+17.7% | $5,287+8.5% |
| Admin fee / account holder | $166 | $15,560-98.9% | $13,028-98.7% | $10,133-98.4% |