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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,880 | $43,344+45.1% | $59,899+5.0% | $64,173-2.0% |
| Participation rate | 84.6% | 69.2%+15.5pp | 74.7%+9.9pp | 69.6%+15.0pp |
| Annual return | 12.66% | -1.55%+14.2pp | 3.46%+9.2pp | 7.63%+5.0pp |
| Employer contribution / active EE | $2,445 | $2,030+20.4% | $2,723-10.2% | $2,381+2.7% |
| Participant deferral / active EE | $4,596 | $2,547+80.4% | $3,402+35.1% | $3,470+32.5% |
| Admin fee / account holder | $68 | $3,008-97.8% | $3,592-98.1% | $4,887-98.6% |