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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,705 | $181,896-38.0% | $156,551-28.0% | $273,972-58.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.94% | 30.74%-26.8pp | 32.23%-28.3pp | 41.46%-37.5pp |
| Employer contribution / active EE | $2,120 | $6,248-66.1% | $5,501-61.5% | $4,869-56.5% |
| Participant deferral / active EE | $4,464 | $5,550-19.6% | $4,871-8.4% | $5,287-15.6% |
| Admin fee / account holder | $122 | $15,560-99.2% | $13,028-99.1% | $10,133-98.8% |