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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,595 | $91,474-45.8% | $135,982-63.5% | $71,529-30.7% |
| Participation rate | 99.6% | 75.7%+23.9pp | 81.9%+17.6pp | 67.9%+31.6pp |
| Annual return | 29.81% | 29.89%-0.1pp | 68.32%-38.5pp | 28.97%+0.8pp |
| Employer contribution / active EE | $5,991 | $3,705+61.7% | $4,859+23.3% | $2,590+131.3% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1 | $1,267-99.9% | $10,767-100.0% | $1,588-100.0% |