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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,348 | $77,634-17.1% | $156,550-58.9% | $62,891+2.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.90% | 50.32%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $7,113 | $3,444+106.5% | $5,501+29.3% | $2,281+211.8% |
| Participant deferral / active EE | $7,932 | $3,045+160.5% | $4,871+62.8% | $3,203+147.6% |
| Admin fee / account holder | $180 | $5,561-96.8% | $13,028-98.6% | $4,296-95.8% |