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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,196 | $153,769-59.6% | $133,975-53.6% | $273,972-77.3% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | 7.83% | 36.51%-28.7pp | 29.29%-21.5pp | 41.46%-33.6pp |
| Employer contribution / active EE | $6,145 | $6,029+1.9% | $5,211+17.9% | $4,869+26.2% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $282 | $11,765-97.6% | $9,324-97.0% | $10,133-97.2% |