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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,108 | $58,895+3.8% | $178,503-65.8% | $73,497-16.9% |
| Participation rate | 95.2% | 66.2%+29.0pp | 81.9%+13.3pp | 70.7%+24.5pp |
| Annual return | 17.02% | 24.86%-7.8pp | 151.12%-134.1pp | 28.51%-11.5pp |
| Employer contribution / active EE | $5,694 | $2,236+154.7% | $5,011+13.6% | $2,270+150.8% |
| Participant deferral / active EE | $4,521 | $2,567+76.1% | $5,202-13.1% | $3,740+20.9% |
| Admin fee / account holder | $172 | $400-57.0% | $13,987-98.8% | $513-66.5% |