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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,334 | $88,360-12.5% | $145,433-46.8% | $67,986+13.8% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 21.36% | 63.15%-41.8pp | 66.58%-45.2pp | 31.67%-10.3pp |
| Employer contribution / active EE | $4,752 | $3,054+55.6% | $4,554+4.3% | $2,019+135.4% |
| Participant deferral / active EE | $10,217 | $5,932+72.2% | $7,897+29.4% | $3,358+204.3% |
| Admin fee / account holder | $19 | $3,313-99.4% | $13,129-99.9% | $3,203-99.4% |