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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,419 | $123,793-48.0% | $177,827-63.8% | $79,858-19.3% |
| Participation rate | 88.5% | 84.7%+3.8pp | 87.7%+0.7pp | 69.6%+18.8pp |
| Annual return | 20.34% | 22.82%-2.5pp | 48.32%-28.0pp | 31.72%-11.4pp |
| Employer contribution / active EE | $2,943 | $4,095-28.1% | $5,918-50.3% | $2,471+19.1% |
| Participant deferral / active EE | $6,527 | $5,956+9.6% | $7,713-15.4% | $3,740+74.5% |
| Admin fee / account holder | $269 | $7,243-96.3% | $12,429-97.8% | $5,306-94.9% |