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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,595 | $91,424-45.8% | $135,942-63.5% | $71,495-30.6% |
| Participation rate | 99.6% | 75.7%+23.9pp | 81.9%+17.6pp | 67.9%+31.6pp |
| Annual return | 29.81% | 29.90%-0.1pp | 68.28%-38.5pp | 28.85%+1.0pp |
| Employer contribution / active EE | $5,991 | $3,704+61.8% | $4,858+23.3% | $2,589+131.4% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,759-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1 | $1,266-99.9% | $10,764-100.0% | $1,588-100.0% |