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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,691 | $181,896-45.7% | $156,551-37.0% | $273,972-64.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.78% | 30.74%-25.0pp | 32.23%-26.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $7,593 | $6,248+21.5% | $5,501+38.0% | $4,869+56.0% |
| Participant deferral / active EE | $2,533 | $5,550-54.4% | $4,871-48.0% | $5,287-52.1% |
| Admin fee / account holder | $184 | $15,560-98.8% | $13,028-98.6% | $10,133-98.2% |