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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,474 | $81,504-68.7% | $102,437-75.1% | $80,959-68.5% |
| Participation rate | 84.8% | 66.9%+18.0pp | 74.5%+10.3pp | 67.7%+17.2pp |
| Annual return | 50.33% | 25.60%+24.7pp | 24.95%+25.4pp | 35.67%+14.7pp |
| Employer contribution / active EE | $4,256 | $3,104+37.1% | $3,871+10.0% | $2,757+54.4% |
| Participant deferral / active EE | $1,752 | $3,871-54.7% | $5,060-65.4% | $4,300-59.3% |
| Admin fee / account holder | $25 | $6,719-99.6% | $8,388-99.7% | $6,925-99.6% |