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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,008 | $72,269-37.7% | $101,271-55.6% | $79,852-43.6% |
| Participation rate | 90.6% | 68.5%+22.2pp | 75.8%+14.8pp | 69.6%+21.0pp |
| Annual return | 56.32% | 22.29%+34.0pp | 46.48%+9.8pp | 31.72%+24.6pp |
| Employer contribution / active EE | $3,616 | $2,692+34.3% | $3,660-1.2% | $2,471+46.3% |
| Participant deferral / active EE | $8,649 | $3,282+163.6% | $4,371+97.9% | $3,740+131.2% |
| Admin fee / account holder | $167 | $4,401-96.2% | $5,948-97.2% | $5,306-96.8% |