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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,355 | $60,3490% | $74,184-18.6% | $62,881-4.0% |
| Participation rate | 79.5% | 72.7%+6.8pp | 76.6%+2.9pp | 69.3%+10.2pp |
| Annual return | 8.99% | 21.38%-12.4pp | 17.74%-8.7pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,147 | $1,680-31.7% | $2,370-51.6% | $2,281-49.7% |
| Participant deferral / active EE | $2,302 | $2,856-19.4% | $3,550-35.2% | $3,203-28.1% |
| Admin fee / account holder | $142 | $4,261-96.7% | $5,586-97.5% | $4,296-96.7% |