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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,121 | $73,988-1.2% | $96,538-24.3% | $75,177-2.7% |
| Participation rate | 98.0% | 66.4%+31.5pp | 74.3%+23.6pp | 67.2%+30.8pp |
| Annual return | 55.61% | 26.73%+28.9pp | 35.74%+19.9pp | 160.75%-105.1pp |
| Employer contribution / active EE | $4,352 | $2,930+48.5% | $3,740+16.4% | $2,671+62.9% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12 | $5,220-99.8% | $6,737-99.8% | $5,651-99.8% |