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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,776 | $73,978-31.4% | $96,515-47.4% | $75,173-32.5% |
| Participation rate | 71.0% | 66.4%+4.5pp | 74.3%-3.4pp | 67.2%+3.8pp |
| Annual return | 19.00% | 26.72%-7.7pp | 35.73%-16.7pp | 160.72%-141.7pp |
| Employer contribution / active EE | $5,065 | $2,931+72.8% | $3,740+35.4% | $2,671+89.6% |
| Participant deferral / active EE | $4,940 | $3,660+35.0% | $4,880+1.2% | $4,126+19.7% |
| Admin fee / account holder | $112 | $5,219-97.9% | $6,735-98.3% | $5,651-98.0% |