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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,034 | $56,894+5.5% | $84,753-29.2% | $62,881-4.5% |
| Participation rate | 78.6% | 68.5%+10.0pp | 76.6%+2.0pp | 69.3%+9.3pp |
| Annual return | 6.76% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,325 | $2,400-44.8% | $3,574-62.9% | $2,281-41.9% |
| Participant deferral / active EE | $2,680 | $2,709-1.1% | $3,712-27.8% | $3,203-16.3% |
| Admin fee / account holder | $252 | $3,581-93.0% | $5,333-95.3% | $4,296-94.1% |