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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,029 | $60,349+12.7% | $74,184-8.3% | $62,881+8.2% |
| Participation rate | 75.0% | 72.7%+2.3pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 8.19% | 21.38%-13.2pp | 17.74%-9.5pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,498 | $1,680-10.8% | $2,370-36.8% | $2,281-34.3% |
| Participant deferral / active EE | $3,849 | $2,856+34.8% | $3,550+8.4% | $3,203+20.2% |
| Admin fee / account holder | $290 | $4,261-93.2% | $5,586-94.8% | $4,296-93.3% |