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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,243 | $46,534+31.6% | $64,097-4.5% | $75,177-18.5% |
| Participation rate | 83.1% | 65.9%+17.1pp | 72.3%+10.7pp | 67.2%+15.8pp |
| Annual return | 15.62% | 26.07%-10.5pp | 33.75%-18.1pp | 160.75%-145.1pp |
| Employer contribution / active EE | $2,113 | $1,976+6.9% | $2,750-23.2% | $2,671-20.9% |
| Participant deferral / active EE | $2,998 | $2,835+5.8% | $3,881-22.8% | $4,126-27.3% |
| Admin fee / account holder | $0 | $2,957-100.0% | $3,070-100.0% | $5,651-100.0% |