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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,499 | $56,894+36.2% | $84,753-8.6% | $62,881+23.2% |
| Participation rate | 82.8% | 68.5%+14.2pp | 76.6%+6.2pp | 69.3%+13.5pp |
| Annual return | 6.83% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,822 | $2,400-24.1% | $3,574-49.0% | $2,281-20.1% |
| Participant deferral / active EE | $3,365 | $2,709+24.2% | $3,712-9.3% | $3,203+5.1% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |