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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,902 | $69,977+8.5% | $108,582-30.1% | $62,881+20.7% |
| Participation rate | 85.4% | 72.9%+12.5pp | 79.6%+5.8pp | 69.3%+16.1pp |
| Annual return | 8.95% | 10.73%-1.8pp | -51.70%+60.7pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,506 | $2,135+17.4% | $3,758-33.3% | $2,281+9.9% |
| Participant deferral / active EE | $4,543 | $3,165+43.6% | $4,311+5.4% | $3,203+41.8% |
| Admin fee / account holder | $9 | $5,076-99.8% | $7,645-99.9% | $4,296-99.8% |