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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,841 | $153,311-15.3% | $109,313+18.8% | $273,972-52.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.92% | 29.86%-20.9pp | 22.07%-13.1pp | 41.46%-32.5pp |
| Employer contribution / active EE | $3,860 | $5,619-31.3% | $3,892-0.8% | $4,869-20.7% |
| Participant deferral / active EE | $6,914 | $3,932+75.8% | $3,166+118.4% | $5,287+30.8% |
| Admin fee / account holder | $63 | $8,076-99.2% | $5,666-98.9% | $10,133-99.4% |