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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,455 | $46,877+20.4% | $122,354-53.9% | $70,124-19.5% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 14.47% | 24.22%-9.8pp | 30.28%-15.8pp | 73.14%-58.7pp |
| Employer contribution / active EE | $9,765 | $1,288+658.0% | $4,051+141.1% | $2,342+316.9% |
| Participant deferral / active EE | $6,111 | $2,167+182.0% | $3,287+85.9% | $3,332+83.4% |
| Admin fee / account holder | $147 | $3,324-95.6% | $5,479-97.3% | $4,645-96.8% |