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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,670 | $58,523-66.4% | $99,479-80.2% | $72,976-73.0% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 62.01% | 28.51%+33.5pp | 30.72%+31.3pp | 81.02%-19.0pp |
| Employer contribution / active EE | $3,398 | $1,512+124.7% | $2,540+33.8% | $2,440+39.3% |
| Participant deferral / active EE | $7,427 | $2,606+185.0% | $3,619+105.2% | $3,608+105.9% |
| Admin fee / account holder | $214 | $4,102-94.8% | $6,253-96.6% | $5,124-95.8% |