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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,434 | $181,896-16.2% | $156,551-2.6% | $273,972-44.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.31% | 30.74%-27.4pp | 32.23%-28.9pp | 41.46%-38.1pp |
| Employer contribution / active EE | $6,701 | $6,248+7.2% | $5,501+21.8% | $4,869+37.6% |
| Participant deferral / active EE | $6,604 | $5,550+19.0% | $4,871+35.6% | $5,287+24.9% |
| Admin fee / account holder | $164 | $15,560-98.9% | $13,028-98.7% | $10,133-98.4% |