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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,224 | $98,776-37.0% | $149,745-58.4% | $79,856-22.1% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.5%+10.6pp | 69.6%+23.5pp |
| Annual return | 24.52% | 27.38%-2.9pp | 276.72%-252.2pp | 31.71%-7.2pp |
| Employer contribution / active EE | $22,630 | $3,217+603.4% | $4,646+387.1% | $2,471+815.8% |
| Participant deferral / active EE | $16,655 | $5,681+193.1% | $6,843+143.4% | $3,741+345.2% |
| Admin fee / account holder | $192 | $6,053-96.8% | $9,312-97.9% | $5,306-96.4% |