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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,740 | $72,269+18.6% | $101,271-15.3% | $79,852+7.4% |
| Participation rate | 80.6% | 68.5%+12.2pp | 75.8%+4.8pp | 69.6%+11.0pp |
| Annual return | 17.52% | 22.29%-4.8pp | 46.48%-29.0pp | 31.72%-14.2pp |
| Employer contribution / active EE | $2,762 | $2,692+2.6% | $3,660-24.5% | $2,471+11.8% |
| Participant deferral / active EE | $2,412 | $3,282-26.5% | $4,371-44.8% | $3,740-35.5% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |