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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,699 | $67,606+6.1% | $82,313-12.9% | $70,131+2.2% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.9%+16.0pp | 69.5%+23.3pp |
| Annual return | 14.44% | 21.57%-7.1pp | 25.88%-11.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,347 | $1,755-23.2% | $2,428-44.5% | $2,342-42.5% |
| Participant deferral / active EE | $2,740 | $2,987-8.3% | $3,706-26.1% | $3,332-17.8% |
| Admin fee / account holder | $171 | $4,512-96.2% | $5,608-97.0% | $4,645-96.3% |