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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,531 | $98,766-41.8% | $149,730-61.6% | $79,852-28.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 20.14% | 27.43%-7.3pp | 276.70%-256.6pp | 31.72%-11.6pp |
| Employer contribution / active EE | $3,186 | $3,217-1.0% | $4,645-31.4% | $2,471+28.9% |
| Participant deferral / active EE | $6,962 | $5,681+22.5% | $6,843+1.7% | $3,740+86.1% |
| Admin fee / account holder | $5 | $6,052-99.9% | $9,310-99.9% | $5,306-99.9% |