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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,680 | $91,198-30.2% | $178,503-64.3% | $79,856-20.3% |
| Participation rate | 83.3% | 69.2%+14.1pp | 81.9%+1.4pp | 69.6%+13.7pp |
| Annual return | 25.24% | 24.20%+1.0pp | 151.12%-125.9pp | 31.71%-6.5pp |
| Employer contribution / active EE | $9,158 | $3,257+181.2% | $5,011+82.8% | $2,471+270.6% |
| Participant deferral / active EE | $8,417 | $3,237+160.1% | $5,202+61.8% | $3,741+125.0% |
| Admin fee / account holder | $40 | $6,748-99.4% | $13,987-99.7% | $5,306-99.2% |