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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,775 | $106,864-55.3% | $147,318-67.6% | $82,637-42.2% |
| Participation rate | 92.0% | 75.5%+16.5pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 28.20% | 27.49%+0.7pp | 70.43%-42.2pp | 53.51%-25.3pp |
| Employer contribution / active EE | $2,806 | $3,417-17.9% | $4,593-38.9% | $2,552+9.9% |
| Participant deferral / active EE | $6,996 | $6,496+7.7% | $7,906-11.5% | $4,126+69.6% |
| Admin fee / account holder | $281 | $8,415-96.7% | $13,708-98.0% | $7,339-96.2% |