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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,425 | $55,684+4.9% | $75,900-23.0% | $72,976-19.9% |
| Participation rate | 71.2% | 61.1%+10.0pp | 69.3%+1.9pp | 69.5%+1.7pp |
| Annual return | 29.72% | 27.60%+2.1pp | 30.73%-1.0pp | 81.02%-51.3pp |
| Employer contribution / active EE | $5,667 | $1,687+235.9% | $2,501+126.6% | $2,440+132.3% |
| Participant deferral / active EE | $2,169 | $2,634-17.7% | $3,604-39.8% | $3,608-39.9% |
| Admin fee / account holder | $235 | $3,981-94.1% | $5,421-95.7% | $5,124-95.4% |