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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,444 | $162,821-69.0% | $133,978-62.3% | $158,982-68.3% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 39.61% | 41.95%-2.3pp | 45.10%-5.5pp | 302.99%-263.4pp |
| Employer contribution / active EE | $3,076 | $4,976-38.2% | $3,919-21.5% | $4,763-35.4% |
| Participant deferral / active EE | $5,892 | $5,910-0.3% | $5,047+16.7% | $5,983-1.5% |
| Admin fee / account holder | $282 | $11,742-97.6% | $8,930-96.8% | $11,252-97.5% |