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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,344 | $81,331-23.3% | $155,534-59.9% | $80,935-23.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.72% | 33.37%-16.6pp | 64.92%-48.2pp | 35.66%-18.9pp |
| Employer contribution / active EE | $7,546 | $3,105+143.1% | $4,675+61.4% | $2,757+173.7% |
| Participant deferral / active EE | $4,762 | $3,454+37.9% | $5,630-15.4% | $4,299+10.8% |
| Admin fee / account holder | $36 | $7,999-99.6% | $15,900-99.8% | $6,924-99.5% |