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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,789 | $63,861-69.0% | $104,614-81.1% | $79,858-75.2% |
| Participation rate | 97.1% | 64.9%+32.2pp | 74.1%+23.1pp | 69.6%+27.5pp |
| Annual return | 29.50% | 21.30%+8.2pp | 340.56%-311.1pp | 31.72%-2.2pp |
| Employer contribution / active EE | $3,100 | $1,588+95.2% | $2,681+15.6% | $2,471+25.4% |
| Participant deferral / active EE | $2,651 | $2,693-1.6% | $3,739-29.1% | $3,740-29.1% |
| Admin fee / account holder | $1 | $4,185-100.0% | $6,464-100.0% | $5,306-100.0% |