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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,567 | $98,776-73.1% | $149,745-82.3% | $79,856-66.7% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.9pp |
| Annual return | 29.16% | 27.38%+1.8pp | 276.72%-247.6pp | 31.71%-2.6pp |
| Employer contribution / active EE | $4,885 | $3,217+51.8% | $4,646+5.1% | $2,471+97.7% |
| Participant deferral / active EE | $2,548 | $5,681-55.2% | $6,843-62.8% | $3,741-31.9% |
| Admin fee / account holder | $48 | $6,053-99.2% | $9,312-99.5% | $5,306-99.1% |