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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,537 | $91,559-40.4% | $133,971-59.3% | $79,852-31.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.76% | 61.85%-46.1pp | 45.09%-29.3pp | 31.72%-16.0pp |
| Employer contribution / active EE | $10,343 | $2,384+333.9% | $3,919+163.9% | $2,471+318.6% |
| Participant deferral / active EE | $7,834 | $3,734+109.8% | $5,047+55.2% | $3,740+109.5% |
| Admin fee / account holder | $186 | $6,321-97.1% | $8,929-97.9% | $5,306-96.5% |