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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,492 | $127,387-50.2% | $115,038-44.8% | $125,389-49.4% |
| Participation rate | 76.9% | 84.2%-7.2pp | 81.4%-4.4pp | 83.2%-6.3pp |
| Annual return | 3.29% | 31.28%-28.0pp | 26.14%-22.9pp | 282.24%-279.0pp |
| Employer contribution / active EE | $3,005 | $5,166-41.8% | $4,608-34.8% | $4,866-38.2% |
| Participant deferral / active EE | $7,292 | $6,423+13.5% | $6,026+21.0% | $5,352+36.3% |
| Admin fee / account holder | $97 | $9,516-99.0% | $8,175-98.8% | $9,541-99.0% |