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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,729 | $98,766-44.6% | $149,730-63.4% | $79,852-31.5% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 23.38% | 27.43%-4.1pp | 276.70%-253.3pp | 31.72%-8.3pp |
| Employer contribution / active EE | $7,387 | $3,217+129.6% | $4,645+59.0% | $2,471+198.9% |
| Participant deferral / active EE | $7,387 | $5,681+30.0% | $6,843+8.0% | $3,740+97.5% |
| Admin fee / account holder | $87 | $6,052-98.6% | $9,310-99.1% | $5,306-98.4% |