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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,518 | $90,486-40.9% | $78,676-32.0% | $273,972-80.5% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 5.32% | 75.62%-70.3pp | 62.19%-56.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $3,740 | $3,175+17.8% | $2,850+31.2% | $4,869-23.2% |
| Participant deferral / active EE | $6,154 | $3,901+57.7% | $3,517+75.0% | $5,287+16.4% |
| Admin fee / account holder | $250 | $5,263-95.3% | $4,510-94.5% | $10,133-97.5% |