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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,562 | $168,636-70.0% | $147,618-65.7% | $125,388-59.7% |
| Participation rate | 91.7% | 88.8%+2.9pp | 84.6%+7.0pp | 83.2%+8.5pp |
| Annual return | 6.08% | 77.65%-71.6pp | 61.98%-55.9pp | 282.24%-276.2pp |
| Employer contribution / active EE | $2,279 | $6,252-63.5% | $5,565-59.0% | $4,866-53.2% |
| Participant deferral / active EE | $4,968 | $5,507-9.8% | $4,895+1.5% | $5,352-7.2% |
| Admin fee / account holder | $175 | $13,580-98.7% | $11,612-98.5% | $9,541-98.2% |