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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,097 | $80,983-32.0% | $96,544-42.9% | $75,177-26.7% |
| Participation rate | 77.0% | 71.8%+5.3pp | 76.0%+1.1pp | 67.2%+9.8pp |
| Annual return | 45.56% | 27.05%+18.5pp | 25.88%+19.7pp | 160.75%-115.2pp |
| Employer contribution / active EE | $3,146 | $2,282+37.8% | $2,966+6.1% | $2,671+17.8% |
| Participant deferral / active EE | $5,739 | $3,929+46.1% | $4,851+18.3% | $4,126+39.1% |
| Admin fee / account holder | $259 | $6,717-96.1% | $8,254-96.9% | $5,651-95.4% |