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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,120 | $181,896-30.1% | $156,551-18.8% | $273,972-53.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.02% | 30.74%-17.7pp | 32.23%-19.2pp | 41.46%-28.4pp |
| Employer contribution / active EE | $4,134 | $6,248-33.8% | $5,501-24.9% | $4,869-15.1% |
| Participant deferral / active EE | $8,195 | $5,550+47.7% | $4,871+68.2% | $5,287+55.0% |
| Admin fee / account holder | $79 | $15,560-99.5% | $13,028-99.4% | $10,133-99.2% |