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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,234 | $69,977+10.4% | $108,582-28.9% | $62,881+22.8% |
| Participation rate | 76.9% | 72.9%+4.0pp | 79.6%-2.6pp | 69.3%+7.6pp |
| Annual return | 6.60% | 10.73%-4.1pp | -51.70%+58.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,940 | $2,135-9.1% | $3,758-48.4% | $2,281-15.0% |
| Participant deferral / active EE | $3,708 | $3,165+17.2% | $4,311-14.0% | $3,203+15.8% |
| Admin fee / account holder | $34 | $5,076-99.3% | $7,645-99.5% | $4,296-99.2% |