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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,397 | $67,602-6.2% | $82,312-23.0% | $70,126-9.6% |
| Participation rate | 97.1% | 72.8%+24.4pp | 76.9%+20.2pp | 69.5%+27.6pp |
| Annual return | 20.32% | 21.57%-1.2pp | 25.88%-5.6pp | 73.15%-52.8pp |
| Employer contribution / active EE | $1,648 | $1,755-6.1% | $2,428-32.1% | $2,343-29.6% |
| Participant deferral / active EE | $3,723 | $2,987+24.6% | $3,706+0.5% | $3,332+11.8% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |