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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,953 | $58,057+17.0% | $97,032-30.0% | $86,983-21.9% |
| Participation rate | 71.4% | 60.4%+11.1pp | 71.6%-0.1pp | 69.5%+1.9pp |
| Annual return | 20.24% | 22.26%-2.0pp | 35.38%-15.1pp | 25.83%-5.6pp |
| Employer contribution / active EE | $2,326 | $1,663+39.8% | $2,629-11.5% | $2,584-10.0% |
| Participant deferral / active EE | $5,419 | $3,244+67.0% | $4,672+16.0% | $4,194+29.2% |
| Admin fee / account holder | $22 | $4,839-99.5% | $9,418-99.8% | $7,856-99.7% |