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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,097 | $98,776-44.2% | $149,745-63.2% | $79,856-31.0% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.5%-3.2pp | 69.6%+9.7pp |
| Annual return | 26.02% | 27.38%-1.4pp | 276.72%-250.7pp | 31.71%-5.7pp |
| Employer contribution / active EE | $2,719 | $3,217-15.5% | $4,646-41.5% | $2,471+10.0% |
| Participant deferral / active EE | $5,102 | $5,681-10.2% | $6,843-25.4% | $3,741+36.4% |
| Admin fee / account holder | $85 | $6,053-98.6% | $9,312-99.1% | $5,306-98.4% |