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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,815 | $93,346+34.8% | $71,796+75.2% | $273,972-54.1% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 5.01% | 130.39%-125.4pp | 78.04%-73.0pp | 41.46%-36.5pp |
| Employer contribution / active EE | $2,171 | $2,733-20.6% | $1,924+12.8% | $4,869-55.4% |
| Participant deferral / active EE | $5,160 | $3,475+48.5% | $2,794+84.6% | $5,287-2.4% |
| Admin fee / account holder | $296 | $6,571-95.5% | $4,815-93.9% | $10,133-97.1% |