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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,747 | $101,798-40.3% | $165,071-63.2% | $80,935-24.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 40.90% | 16.73%+24.2pp | 70.17%-29.3pp | 35.66%+5.2pp |
| Employer contribution / active EE | $5,911 | $2,954+100.1% | $4,347+36.0% | $2,757+114.4% |
| Participant deferral / active EE | $8,166 | $4,476+82.4% | $6,035+35.3% | $4,299+89.9% |
| Admin fee / account holder | $242 | $8,221-97.1% | $12,695-98.1% | $6,924-96.5% |