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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,963 | $99,957-36.0% | $149,745-57.3% | $73,497-13.0% |
| Participation rate | 83.1% | 75.7%+7.4pp | 82.5%+0.6pp | 70.7%+12.4pp |
| Annual return | 15.96% | 53.87%-37.9pp | 276.72%-260.8pp | 28.51%-12.6pp |
| Employer contribution / active EE | $4,580 | $3,191+43.5% | $4,646-1.4% | $2,270+101.7% |
| Participant deferral / active EE | $9,220 | $6,073+51.8% | $6,843+34.7% | $3,740+146.5% |
| Admin fee / account holder | $16 | $551-97.1% | $9,312-99.8% | $513-96.9% |