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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,029 | $130,294-57.8% | $170,057-67.6% | $71,529-23.1% |
| Participation rate | 98.7% | 86.2%+12.6pp | 87.0%+11.7pp | 67.9%+30.8pp |
| Annual return | 26.57% | 20.36%+6.2pp | 53.42%-26.8pp | 28.97%-2.4pp |
| Employer contribution / active EE | $11,461 | $4,385+161.4% | $6,790+68.8% | $2,590+342.6% |
| Participant deferral / active EE | $11,115 | $6,928+60.5% | $10,411+6.8% | $4,291+159.0% |
| Admin fee / account holder | $22 | $966-97.7% | $12,826-99.8% | $1,588-98.6% |