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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,105 | $79,955-67.3% | $98,461-73.5% | $75,173-65.3% |
| Participation rate | 89.7% | 70.4%+19.3pp | 75.2%+14.5pp | 67.2%+22.5pp |
| Annual return | 46.10% | 19.75%+26.3pp | 21.17%+24.9pp | 160.72%-114.6pp |
| Employer contribution / active EE | $6,104 | $2,264+169.6% | $3,049+100.2% | $2,671+128.5% |
| Participant deferral / active EE | $3,731 | $3,752-0.6% | $4,738-21.3% | $4,126-9.6% |
| Admin fee / account holder | $231 | $6,841-96.6% | $8,961-97.4% | $5,651-95.9% |