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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,051 | $67,602+14.0% | $82,312-6.4% | $70,126+9.9% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.9%+8.3pp | 69.5%+15.6pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,148 | $1,755+22.4% | $2,428-11.6% | $2,343-8.3% |
| Participant deferral / active EE | $5,184 | $2,987+73.5% | $3,706+39.9% | $3,332+55.6% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |