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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,773 | $98,776-55.7% | $149,745-70.8% | $79,856-45.2% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.5%+4.2pp | 69.6%+17.0pp |
| Annual return | 25.43% | 27.38%-1.9pp | 276.72%-251.3pp | 31.71%-6.3pp |
| Employer contribution / active EE | $3,890 | $3,217+20.9% | $4,646-16.3% | $2,471+57.4% |
| Participant deferral / active EE | $7,413 | $5,681+30.5% | $6,843+8.3% | $3,741+98.2% |
| Admin fee / account holder | $11 | $6,053-99.8% | $9,312-99.9% | $5,306-99.8% |