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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,939 | $93,589-36.0% | $135,942-55.9% | $75,181-20.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.11% | 30.90%-6.8pp | 68.28%-44.2pp | 160.69%-136.6pp |
| Employer contribution / active EE | $8,216 | $3,537+132.3% | $4,858+69.1% | $2,671+207.7% |
| Participant deferral / active EE | $8,982 | $6,405+40.2% | $7,759+15.8% | $4,126+117.7% |
| Admin fee / account holder | $94 | $6,977-98.7% | $10,764-99.1% | $5,650-98.3% |