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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,763 | $185,312-73.7% | $161,489-69.8% | $154,746-68.5% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 18.20% | 103.84%-85.6pp | 89.72%-71.5pp | 172.34%-154.1pp |
| Employer contribution / active EE | $7,588 | $4,769+59.1% | $4,268+77.8% | $4,379+73.3% |
| Participant deferral / active EE | $5,875 | $6,350-7.5% | $5,630+4.4% | $6,730-12.7% |
| Admin fee / account holder | $244 | $18,654-98.7% | $16,006-98.5% | $14,365-98.3% |