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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,432 | $90,486+7.7% | $78,676+23.8% | $273,972-64.4% |
| Participation rate | 78.9% | 76.5%+2.4pp | 73.6%+5.4pp | 83.0%-4.1pp |
| Annual return | 6.55% | 75.62%-69.1pp | 62.19%-55.6pp | 41.46%-34.9pp |
| Employer contribution / active EE | $6,374 | $3,175+100.7% | $2,850+123.6% | $4,869+30.9% |
| Participant deferral / active EE | $5,762 | $3,901+47.7% | $3,517+63.8% | $5,287+9.0% |
| Admin fee / account holder | $114 | $5,263-97.8% | $4,510-97.5% | $10,133-98.9% |