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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,537 | $56,894+8.2% | $84,753-27.4% | $62,881-2.1% |
| Participation rate | 84.2% | 68.5%+15.7pp | 76.6%+7.6pp | 69.3%+14.9pp |
| Annual return | 14.28% | 6.30%+8.0pp | 22.78%-8.5pp | 20.14%-5.9pp |
| Employer contribution / active EE | $2,624 | $2,400+9.4% | $3,574-26.6% | $2,281+15.1% |
| Participant deferral / active EE | $5,090 | $2,709+87.9% | $3,712+37.1% | $3,203+58.9% |
| Admin fee / account holder | $11 | $3,581-99.7% | $5,333-99.8% | $4,296-99.7% |