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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,628 | $56,894+8.3% | $84,753-27.3% | $62,881-2.0% |
| Participation rate | 79.4% | 68.5%+10.8pp | 76.6%+2.8pp | 69.3%+10.1pp |
| Annual return | 5.65% | 6.30%-0.7pp | 22.78%-17.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $519 | $2,400-78.4% | $3,574-85.5% | $2,281-77.3% |
| Participant deferral / active EE | $3,345 | $2,709+23.5% | $3,712-9.9% | $3,203+4.4% |
| Admin fee / account holder | $24 | $3,581-99.3% | $5,333-99.5% | $4,296-99.4% |