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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,347 | $78,707-25.9% | $117,861-50.5% | $70,126-16.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 20.31% | 23.30%-3.0pp | 335.11%-314.8pp | 73.15%-52.8pp |
| Employer contribution / active EE | $4,864 | $2,223+118.7% | $3,786+28.4% | $2,343+107.6% |
| Participant deferral / active EE | $5,869 | $3,297+78.0% | $4,482+30.9% | $3,332+76.2% |
| Admin fee / account holder | $99 | $5,066-98.0% | $8,021-98.8% | $4,645-97.9% |