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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,569 | $181,896-28.8% | $156,551-17.2% | $273,972-52.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.48% | 30.74%-24.3pp | 32.23%-25.7pp | 41.46%-35.0pp |
| Employer contribution / active EE | $6,260 | $6,248+0.2% | $5,501+13.8% | $4,869+28.6% |
| Participant deferral / active EE | $5,186 | $5,550-6.6% | $4,871+6.5% | $5,287-1.9% |
| Admin fee / account holder | $11 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |