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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,139 | $106,749-48.3% | $145,433-62.1% | $82,448-33.1% |
| Participation rate | 90.0% | 75.6%+14.4pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | 52.83% | 27.59%+25.2pp | 66.58%-13.7pp | 41.64%+11.2pp |
| Employer contribution / active EE | $3,142 | $3,444-8.8% | $4,554-31.0% | $2,551+23.2% |
| Participant deferral / active EE | $8,963 | $6,519+37.5% | $7,897+13.5% | $4,139+116.5% |
| Admin fee / account holder | $51 | $8,390-99.4% | $13,129-99.6% | $7,234-99.3% |