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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,788 | $91,559-48.9% | $133,978-65.1% | $79,856-41.4% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.6%+26.8pp |
| Annual return | 27.19% | 61.85%-34.7pp | 45.10%-17.9pp | 31.71%-4.5pp |
| Employer contribution / active EE | $7,032 | $2,384+195.0% | $3,919+79.4% | $2,471+184.6% |
| Participant deferral / active EE | $5,903 | $3,734+58.1% | $5,047+17.0% | $3,741+57.8% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,930-100.0% | $5,306-100.0% |