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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,737 | $98,776-48.6% | $149,745-66.1% | $79,856-36.5% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 19.73% | 27.38%-7.7pp | 276.72%-257.0pp | 31.71%-12.0pp |
| Employer contribution / active EE | $3,225 | $3,217+0.2% | $4,646-30.6% | $2,471+30.5% |
| Participant deferral / active EE | $8,158 | $5,681+43.6% | $6,843+19.2% | $3,741+118.1% |
| Admin fee / account holder | $278 | $6,053-95.4% | $9,312-97.0% | $5,306-94.8% |