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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,976 | $53,128-47.3% | $86,582-67.7% | $70,126-60.1% |
| Participation rate | 97.5% | 65.3%+32.2pp | 73.5%+24.0pp | 69.5%+28.0pp |
| Annual return | 21.52% | 27.66%-6.1pp | 965.08%-943.6pp | 73.15%-51.6pp |
| Employer contribution / active EE | $3,593 | $2,068+73.7% | $2,839+26.5% | $2,343+53.4% |
| Participant deferral / active EE | $2,580 | $2,695-4.3% | $3,609-28.5% | $3,332-22.6% |
| Admin fee / account holder | $53 | $3,584-98.5% | $4,904-98.9% | $4,645-98.9% |