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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,350 | $110,240-81.5% | $96,544-78.9% | $139,487-85.4% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.8pp | 80.3%+1.5pp |
| Annual return | 47.56% | 26.41%+21.2pp | 25.88%+21.7pp | 373.84%-326.3pp |
| Employer contribution / active EE | $4,396 | $3,622+21.4% | $2,966+48.2% | $4,755-7.5% |
| Participant deferral / active EE | $9,071 | $5,549+63.5% | $4,851+87.0% | $6,713+35.1% |
| Admin fee / account holder | $173 | $11,602-98.5% | $8,254-97.9% | $11,407-98.5% |