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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,940 | $52,580-64.0% | $71,671-73.6% | $70,126-73.0% |
| Participation rate | 96.0% | 60.9%+35.1pp | 68.7%+27.3pp | 69.5%+26.5pp |
| Annual return | 51.60% | 20.25%+31.3pp | 20.65%+31.0pp | 73.15%-21.5pp |
| Employer contribution / active EE | $3,305 | $1,616+104.6% | $2,460+34.4% | $2,343+41.1% |
| Participant deferral / active EE | $5,896 | $2,386+147.1% | $3,438+71.5% | $3,332+77.0% |
| Admin fee / account holder | $48 | $3,653-98.7% | $5,558-99.1% | $4,645-99.0% |