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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,768 | $67,602-1.2% | $82,312-18.9% | $70,126-4.8% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.9%-2.8pp | 69.5%+4.5pp |
| Annual return | 18.21% | 21.57%-3.4pp | 25.88%-7.7pp | 73.15%-54.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,486 | $2,987+16.7% | $3,706-6.0% | $3,332+4.6% |
| Admin fee / account holder | $199 | $4,512-95.6% | $5,608-96.4% | $4,645-95.7% |