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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,253 | $43,075-46.0% | $74,577-68.8% | $62,881-63.0% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 57.53% | 17.50%+40.0pp | 20.47%+37.1pp | 20.14%+37.4pp |
| Employer contribution / active EE | $3,327 | $1,498+122.2% | $2,525+31.8% | $2,281+45.9% |
| Participant deferral / active EE | $5,429 | $2,389+127.2% | $3,458+57.0% | $3,203+69.5% |
| Admin fee / account holder | $127 | $2,840-95.5% | $4,138-96.9% | $4,296-97.0% |