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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,528 | $125,797-58.2% | $170,043-69.1% | $75,173-30.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 21.04% | 27.20%-6.2pp | 53.40%-32.4pp | 160.72%-139.7pp |
| Employer contribution / active EE | $12,755 | $4,616+176.3% | $6,790+87.9% | $2,671+377.6% |
| Participant deferral / active EE | $13,071 | $6,838+91.2% | $10,410+25.6% | $4,126+216.8% |
| Admin fee / account holder | $126 | $8,177-98.5% | $12,824-99.0% | $5,651-97.8% |