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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,690 | $51,638+5.9% | $68,368-20.0% | $82,448-33.7% |
| Participation rate | 96.0% | 63.6%+32.4pp | 73.8%+22.2pp | 68.1%+27.9pp |
| Annual return | 23.84% | 37.53%-13.7pp | 292.57%-268.7pp | 41.64%-17.8pp |
| Employer contribution / active EE | $4,683 | $2,047+128.8% | $2,649+76.8% | $2,551+83.6% |
| Participant deferral / active EE | $8,838 | $2,914+203.3% | $4,123+114.4% | $4,139+113.5% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |