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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,105 | $155,555-62.0% | $146,866-59.8% | $155,188-61.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 25.37% | 115.41%-90.0pp | 102.85%-77.5pp | 148.84%-123.5pp |
| Employer contribution / active EE | $5,838 | $4,647+25.6% | $4,425+31.9% | $4,248+37.4% |
| Participant deferral / active EE | $12,830 | $8,044+59.5% | $7,759+65.3% | $6,531+96.4% |
| Admin fee / account holder | $65 | $14,755-99.6% | $13,620-99.5% | $14,480-99.6% |