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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,885 | $181,896-48.9% | $156,551-40.7% | $273,972-66.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.75% | 30.74%-24.0pp | 32.23%-25.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,721 | $6,248-56.4% | $5,501-50.5% | $4,869-44.1% |
| Participant deferral / active EE | $6,624 | $5,550+19.4% | $4,871+36.0% | $5,287+25.3% |
| Admin fee / account holder | $219 | $15,560-98.6% | $13,028-98.3% | $10,133-97.8% |