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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,396 | $77,472-54.3% | $100,392-64.7% | $80,935-56.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 70.32% | 37.26%+33.1pp | 49.45%+20.9pp | 35.66%+34.7pp |
| Employer contribution / active EE | $6,039 | $2,800+115.6% | $3,941+53.2% | $2,757+119.1% |
| Participant deferral / active EE | $6,684 | $6,818-2.0% | $8,090-17.4% | $4,299+55.5% |
| Admin fee / account holder | $188 | $5,885-96.8% | $7,904-97.6% | $6,924-97.3% |