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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,394 | $89,652-65.0% | $141,177-77.8% | $65,185-51.8% |
| Participation rate | 98.2% | 74.7%+23.5pp | 82.5%+15.8pp | 70.2%+28.0pp |
| Annual return | 66.99% | 32.79%+34.2pp | 71.40%-4.4pp | 29.38%+37.6pp |
| Employer contribution / active EE | $4,940 | $3,065+61.2% | $4,736+4.3% | $2,177+127.0% |
| Participant deferral / active EE | $11,820 | $5,691+107.7% | $6,710+76.2% | $3,514+236.4% |
| Admin fee / account holder | $268 | $569-52.8% | $10,263-97.4% | $847-68.3% |