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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,115 | $181,896-35.1% | $156,551-24.6% | $273,972-56.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.81% | 30.74%-24.9pp | 32.23%-26.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $10,713 | $6,248+71.5% | $5,501+94.7% | $4,869+120.0% |
| Participant deferral / active EE | $8,452 | $5,550+52.3% | $4,871+73.5% | $5,287+59.9% |
| Admin fee / account holder | $137 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |