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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,413 | $48,327+51.9% | $67,575+8.6% | $80,935-9.3% |
| Participation rate | 97.6% | 66.4%+31.2pp | 72.9%+24.6pp | 67.7%+29.9pp |
| Annual return | 14.07% | 18.31%-4.2pp | 3528.98%-3514.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $4,319 | $2,022+113.6% | $2,736+57.9% | $2,757+56.7% |
| Participant deferral / active EE | $4,409 | $2,927+50.6% | $4,003+10.1% | $4,299+2.5% |
| Admin fee / account holder | $44 | $3,692-98.8% | $3,993-98.9% | $6,924-99.4% |