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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,525 | $42,909+38.7% | $152,093-60.9% | $71,012-16.2% |
| Participation rate | 98.8% | 54.7%+44.1pp | 77.8%+21.0pp | 58.6%+40.2pp |
| Annual return | 12.72% | 30.57%-17.8pp | 66.36%-53.6pp | 37.67%-25.0pp |
| Employer contribution / active EE | $5,712 | $1,369+317.3% | $4,175+36.8% | $2,348+143.3% |
| Participant deferral / active EE | $0 | $1,904-100.0% | $5,451-100.0% | $3,246-100.0% |
| Admin fee / account holder | $19 | $1,014-98.1% | $14,497-99.9% | $1,167-98.4% |