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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,349 | $60,349+9.9% | $74,184-10.6% | $62,881+5.5% |
| Participation rate | 75.0% | 72.7%+2.3pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 7.00% | 21.38%-14.4pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,098 | $2,856-26.5% | $3,550-40.9% | $3,203-34.5% |
| Admin fee / account holder | $78 | $4,261-98.2% | $5,586-98.6% | $4,296-98.2% |