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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,139 | $89,367-20.4% | $141,191-49.6% | $72,975-2.5% |
| Participation rate | 76.9% | 75.1%+1.8pp | 82.5%-5.6pp | 69.5%+7.4pp |
| Annual return | 25.35% | 111.87%-86.5pp | 71.41%-46.1pp | 81.01%-55.7pp |
| Employer contribution / active EE | $2,635 | $3,115-15.4% | $4,736-44.4% | $2,440+8.0% |
| Participant deferral / active EE | $5,144 | $5,419-5.1% | $6,710-23.3% | $3,608+42.6% |
| Admin fee / account holder | $7 | $5,957-99.9% | $10,264-99.9% | $5,124-99.9% |