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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,679 | $45,343+51.5% | $150,298-54.3% | $67,986+1.0% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 25.68% | 33.28%-7.6pp | 62.79%-37.1pp | 31.67%-6.0pp |
| Employer contribution / active EE | $6,391 | $1,462+337.2% | $4,154+53.9% | $2,019+216.6% |
| Participant deferral / active EE | $2,332 | $2,055+13.5% | $5,453-57.2% | $3,358-30.6% |
| Admin fee / account holder | $0 | $2,250-100.0% | $14,116-100.0% | $3,203-100.0% |