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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,820 | $54,763+11.1% | $90,324-32.7% | $72,976-16.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 27.38% | 30.63%-3.3pp | 78.15%-50.8pp | 81.02%-53.6pp |
| Employer contribution / active EE | $2,622 | $2,093+25.3% | $2,856-8.2% | $2,440+7.5% |
| Participant deferral / active EE | $9,521 | $2,887+229.8% | $3,885+145.0% | $3,608+163.9% |
| Admin fee / account holder | $189 | $3,973-95.3% | $5,356-96.5% | $5,124-96.3% |