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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,094 | $153,769-22.5% | $133,975-11.1% | $273,972-56.5% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.1%+5.8pp | 83.0%+9.8pp |
| Annual return | 4.98% | 36.51%-31.5pp | 29.29%-24.3pp | 41.46%-36.5pp |
| Employer contribution / active EE | $5,590 | $6,029-7.3% | $5,211+7.3% | $4,869+14.8% |
| Participant deferral / active EE | $12,362 | $6,958+77.7% | $6,282+96.8% | $5,287+133.8% |
| Admin fee / account holder | $4 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |