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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,516 | $62,672+26.9% | $185,117-57.0% | $70,126+13.4% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 24.69% | 40.79%-16.1pp | 40.50%-15.8pp | 73.15%-48.5pp |
| Employer contribution / active EE | $3,327 | $1,753+89.8% | $4,182-20.4% | $2,343+42.0% |
| Participant deferral / active EE | $7,049 | $3,272+115.4% | $5,045+39.7% | $3,332+111.6% |
| Admin fee / account holder | $78 | $3,932-98.0% | $8,159-99.0% | $4,645-98.3% |