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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,773 | $39,132+57.9% | $57,196+8.0% | $62,881-1.8% |
| Participation rate | 97.9% | 70.5%+27.4pp | 75.3%+22.5pp | 69.3%+28.6pp |
| Annual return | 5.03% | 9.24%-4.2pp | 14.59%-9.6pp | 20.14%-15.1pp |
| Employer contribution / active EE | $2,418 | $1,874+29.0% | $2,683-9.9% | $2,281+6.0% |
| Participant deferral / active EE | $1,441 | $2,374-39.3% | $3,096-53.5% | $3,203-55.0% |
| Admin fee / account holder | $213 | $2,594-91.8% | $3,141-93.2% | $4,296-95.0% |