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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,900 | $89,367-36.3% | $141,191-59.7% | $72,975-22.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 127.99% | 111.87%+16.1pp | 71.41%+56.6pp | 81.01%+47.0pp |
| Employer contribution / active EE | $3,312 | $3,115+6.3% | $4,736-30.1% | $2,440+35.7% |
| Participant deferral / active EE | $8,277 | $5,419+52.8% | $6,710+23.4% | $3,608+129.4% |
| Admin fee / account holder | $279 | $5,957-95.3% | $10,264-97.3% | $5,124-94.5% |