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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,492 | $77,523-15.5% | $100,383-34.8% | $80,874-19.0% |
| Participation rate | 74.6% | 77.0%-2.4pp | 81.5%-6.9pp | 67.6%+7.0pp |
| Annual return | 18.57% | 37.21%-18.6pp | 49.26%-30.7pp | 35.62%-17.0pp |
| Employer contribution / active EE | $2,553 | $2,801-8.9% | $3,944-35.3% | $2,756-7.3% |
| Participant deferral / active EE | $7,696 | $6,822+12.8% | $8,086-4.8% | $4,297+79.1% |
| Admin fee / account holder | $171 | $5,899-97.1% | $7,900-97.8% | $6,935-97.5% |