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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,228 | $60,349-0.2% | $74,184-18.8% | $62,881-4.2% |
| Participation rate | 85.1% | 72.7%+12.4pp | 76.6%+8.5pp | 69.3%+15.8pp |
| Annual return | 9.98% | 21.38%-11.4pp | 17.74%-7.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $2,363 | $1,680+40.6% | $2,370-0.3% | $2,281+3.6% |
| Participant deferral / active EE | $4,946 | $2,856+73.2% | $3,550+39.3% | $3,203+54.4% |
| Admin fee / account holder | $79 | $4,261-98.1% | $5,586-98.6% | $4,296-98.2% |