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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,865 | $90,486+7.1% | $78,676+23.1% | $273,972-64.6% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 7.89% | 75.62%-67.7pp | 62.19%-54.3pp | 41.46%-33.6pp |
| Employer contribution / active EE | $4,232 | $3,175+33.3% | $2,850+48.5% | $4,869-13.1% |
| Participant deferral / active EE | $5,474 | $3,901+40.3% | $3,517+55.6% | $5,287+3.5% |
| Admin fee / account holder | $182 | $5,263-96.5% | $4,510-96.0% | $10,133-98.2% |