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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,188 | $77,416-10.6% | $69,464-0.4% | $152,897-54.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.5%-2.5pp |
| Annual return | 25.48% | 39.08%-13.6pp | 28.98%-3.5pp | 345.43%-320.0pp |
| Employer contribution / active EE | $3,655 | $3,315+10.3% | $2,779+31.5% | $4,764-23.3% |
| Participant deferral / active EE | $5,414 | $4,413+22.7% | $3,536+53.1% | $5,851-7.5% |
| Admin fee / account holder | $210 | $6,208-96.6% | $3,840-94.5% | $11,599-98.2% |