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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,563 | $135,956-60.6% | $123,894-56.8% | $273,972-80.4% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 5.19% | 56.63%-51.4pp | 47.52%-42.3pp | 41.46%-36.3pp |
| Employer contribution / active EE | $4,527 | $5,170-12.4% | $4,617-2.0% | $4,869-7.0% |
| Participant deferral / active EE | $8,932 | $6,343+40.8% | $5,984+49.3% | $5,287+68.9% |
| Admin fee / account holder | $173 | $9,817-98.2% | $8,357-97.9% | $10,133-98.3% |