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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,807 | $76,371-34.8% | $93,621-46.8% | $72,975-31.7% |
| Participation rate | 83.1% | 71.8%+11.3pp | 75.8%+7.2pp | 69.5%+13.6pp |
| Annual return | 103.54% | 25.82%+77.7pp | 32.76%+70.8pp | 81.01%+22.5pp |
| Employer contribution / active EE | $4,233 | $2,276+86.0% | $2,719+55.7% | $2,440+73.5% |
| Participant deferral / active EE | $8,368 | $3,538+136.5% | $4,070+105.6% | $3,608+131.9% |
| Admin fee / account holder | $17 | $6,839-99.8% | $7,890-99.8% | $5,124-99.7% |