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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,925 | $153,311-51.1% | $109,313-31.5% | $273,972-72.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 52.35% | 29.86%+22.5pp | 22.07%+30.3pp | 41.46%+10.9pp |
| Employer contribution / active EE | $603 | $5,619-89.3% | $3,892-84.5% | $4,869-87.6% |
| Participant deferral / active EE | $4,420 | $3,932+12.4% | $3,166+39.6% | $5,287-16.4% |
| Admin fee / account holder | $136 | $8,076-98.3% | $5,666-97.6% | $10,133-98.7% |