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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,025 | $56,287-43.1% | $80,977-60.5% | $62,881-49.1% |
| Participation rate | 96.6% | 68.9%+27.6pp | 75.8%+20.7pp | 69.3%+27.2pp |
| Annual return | 61.76% | 22.13%+39.6pp | 17.11%+44.7pp | 20.14%+41.6pp |
| Employer contribution / active EE | $2,725 | $1,943+40.3% | $3,715-26.6% | $2,281+19.5% |
| Participant deferral / active EE | $8,154 | $4,196+94.3% | $5,696+43.1% | $3,203+154.6% |
| Admin fee / account holder | $128 | $3,742-96.6% | $5,517-97.7% | $4,296-97.0% |