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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,082 | $136,860-37.1% | $120,344-28.5% | $154,746-44.4% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 21.84% | 21.38%+0.5pp | 20.30%+1.5pp | 172.34%-150.5pp |
| Employer contribution / active EE | $2,507 | $3,533-29.0% | $3,020-17.0% | $4,379-42.7% |
| Participant deferral / active EE | $7,353 | $5,793+26.9% | $5,135+43.2% | $6,730+9.2% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |