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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,655 | $110,410-57.7% | $102,437-54.5% | $145,897-68.0% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 29.42% | 24.85%+4.6pp | 24.95%+4.5pp | 552.29%-522.9pp |
| Employer contribution / active EE | $9,897 | $4,217+134.7% | $3,871+155.7% | $4,663+112.3% |
| Participant deferral / active EE | $6,260 | $5,622+11.4% | $5,060+23.7% | $6,689-6.4% |
| Admin fee / account holder | $59 | $9,745-99.4% | $8,388-99.3% | $13,390-99.6% |