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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,408 | $83,884-26.8% | $64,097-4.2% | $74,473-17.5% |
| Participation rate | 79.6% | 76.6%+3.0pp | 72.3%+7.2pp | 70.7%+8.8pp |
| Annual return | 15.69% | 16.57%-0.9pp | 33.75%-18.1pp | 34.36%-18.7pp |
| Employer contribution / active EE | $2,953 | $3,084-4.2% | $2,750+7.4% | $2,638+11.9% |
| Participant deferral / active EE | $4,493 | $3,692+21.7% | $3,881+15.8% | $4,530-0.8% |
| Admin fee / account holder | $2 | $196-99.1% | $3,070-99.9% | $347-99.5% |