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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,105 | $105,856-35.7% | $90,161-24.5% | $147,586-53.9% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 37.06% | 37.63%-0.6pp | 34.89%+2.2pp | 578.59%-541.5pp |
| Employer contribution / active EE | $5,191 | $4,126+25.8% | $3,318+56.4% | $4,876+6.4% |
| Participant deferral / active EE | $13,452 | $5,733+134.7% | $5,287+154.4% | $5,439+147.3% |
| Admin fee / account holder | $106 | $8,046-98.7% | $5,943-98.2% | $10,886-99.0% |