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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,276 | $87,834+1.6% | $133,975-33.4% | $62,881+42.0% |
| Participation rate | 82.9% | 83.4%-0.5pp | 87.1%-4.2pp | 69.3%+13.6pp |
| Annual return | 8.51% | 12.05%-3.5pp | 29.29%-20.8pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,429 | $3,482-59.0% | $5,211-72.6% | $2,281-37.4% |
| Participant deferral / active EE | $6,528 | $4,812+35.7% | $6,282+3.9% | $3,203+103.8% |
| Admin fee / account holder | $264 | $5,372-95.1% | $9,324-97.2% | $4,296-93.9% |