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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,544 | $100,279-47.6% | $81,353-35.4% | $145,884-64.0% |
| Participation rate | 78.6% | 74.3%+4.3pp | 69.5%+9.0pp | 80.3%-1.7pp |
| Annual return | 35.87% | 34.49%+1.4pp | 24.82%+11.1pp | 551.85%-516.0pp |
| Employer contribution / active EE | $3,575 | $2,979+20.0% | $2,464+45.1% | $4,662-23.3% |
| Participant deferral / active EE | $5,954 | $4,611+29.1% | $3,885+53.3% | $6,690-11.0% |
| Admin fee / account holder | $4 | $8,206-100.0% | $5,766-99.9% | $13,392-100.0% |