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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,876 | $181,896-29.7% | $156,551-18.3% | $273,972-53.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.04% | 30.74%-25.7pp | 32.23%-27.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $3,211 | $6,248-48.6% | $5,501-41.6% | $4,869-34.1% |
| Participant deferral / active EE | $6,732 | $5,550+21.3% | $4,871+38.2% | $5,287+27.3% |
| Admin fee / account holder | $50 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |