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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,589 | $181,896-32.1% | $156,551-21.1% | $273,972-54.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.72% | 30.74%-22.0pp | 32.23%-23.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $5,803 | $6,248-7.1% | $5,501+5.5% | $4,869+19.2% |
| Participant deferral / active EE | $5,911 | $5,550+6.5% | $4,871+21.4% | $5,287+11.8% |
| Admin fee / account holder | $7 | $15,560-100.0% | $13,028-99.9% | $10,133-99.9% |