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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,551 | $56,544+23.0% | $75,501-7.9% | $70,126-0.8% |
| Participation rate | 73.1% | 68.1%+5.0pp | 72.4%+0.7pp | 69.5%+3.5pp |
| Annual return | 17.16% | 23.59%-6.4pp | 27.35%-10.2pp | 73.15%-56.0pp |
| Employer contribution / active EE | $2,176 | $1,817+19.8% | $2,352-7.5% | $2,343-7.1% |
| Participant deferral / active EE | $3,057 | $2,580+18.5% | $3,142-2.7% | $3,332-8.2% |
| Admin fee / account holder | $256 | $3,827-93.3% | $5,801-95.6% | $4,645-94.5% |