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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,080 | $215,361-29.8% | $171,082-11.7% | $273,972-44.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 8.09% | 25.14%-17.0pp | 32.56%-24.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $6,136 | $4,967+23.5% | $4,002+53.3% | $4,869+26.0% |
| Participant deferral / active EE | $7,019 | $5,543+26.6% | $4,797+46.3% | $5,287+32.7% |
| Admin fee / account holder | $25 | $10,846-99.8% | $8,520-99.7% | $10,133-99.7% |