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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,022 | $181,896-65.9% | $156,551-60.4% | $273,972-77.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.30% | 30.74%-22.4pp | 32.23%-23.9pp | 41.46%-33.2pp |
| Employer contribution / active EE | $7,225 | $6,248+15.6% | $5,501+31.3% | $4,869+48.4% |
| Participant deferral / active EE | $6,120 | $5,550+10.3% | $4,871+25.6% | $5,287+15.8% |
| Admin fee / account holder | $295 | $15,560-98.1% | $13,028-97.7% | $10,133-97.1% |