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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,655 | $56,287-42.0% | $80,977-59.7% | $62,881-48.1% |
| Participation rate | 78.1% | 68.9%+9.2pp | 75.8%+2.3pp | 69.3%+8.8pp |
| Annual return | 75.13% | 22.13%+53.0pp | 17.11%+58.0pp | 20.14%+55.0pp |
| Employer contribution / active EE | $4,292 | $1,943+120.9% | $3,715+15.5% | $2,281+88.2% |
| Participant deferral / active EE | $7,297 | $4,196+73.9% | $5,696+28.1% | $3,203+127.8% |
| Admin fee / account holder | $154 | $3,742-95.9% | $5,517-97.2% | $4,296-96.4% |