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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,967 | $90,486-34.8% | $78,676-25.1% | $273,972-78.5% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 8.96% | 75.62%-66.7pp | 62.19%-53.2pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,941 | $3,175-7.4% | $2,850+3.2% | $4,869-39.6% |
| Participant deferral / active EE | $5,609 | $3,901+43.8% | $3,517+59.5% | $5,287+6.1% |
| Admin fee / account holder | $86 | $5,263-98.4% | $4,510-98.1% | $10,133-99.2% |