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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,411 | $91,474-48.2% | $135,982-65.1% | $71,529-33.7% |
| Participation rate | 96.2% | 75.7%+20.6pp | 81.9%+14.3pp | 67.9%+28.3pp |
| Annual return | 34.25% | 29.89%+4.4pp | 68.32%-34.1pp | 28.97%+5.3pp |
| Employer contribution / active EE | $10,607 | $3,705+186.3% | $4,859+118.3% | $2,590+309.6% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |