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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,882 | $215,361-40.6% | $171,082-25.3% | $273,972-53.3% |
| Participation rate | 88.2% | 82.0%+6.2pp | 76.7%+11.5pp | 83.0%+5.2pp |
| Annual return | 11.37% | 25.14%-13.8pp | 32.56%-21.2pp | 41.46%-30.1pp |
| Employer contribution / active EE | $4,488 | $4,967-9.6% | $4,002+12.1% | $4,869-7.8% |
| Participant deferral / active EE | $5,609 | $5,543+1.2% | $4,797+16.9% | $5,287+6.1% |
| Admin fee / account holder | $18 | $10,846-99.8% | $8,520-99.8% | $10,133-99.8% |