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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,458 | $109,359-56.6% | $162,177-70.7% | $72,975-35.0% |
| Participation rate | 75.6% | 84.3%-8.7pp | 87.6%-12.0pp | 69.5%+6.1pp |
| Annual return | 64.46% | 25.46%+39.0pp | 115.60%-51.1pp | 81.01%-16.6pp |
| Employer contribution / active EE | $6,784 | $3,907+73.6% | $5,613+20.9% | $2,440+178.0% |
| Participant deferral / active EE | $11,781 | $5,481+114.9% | $7,297+61.5% | $3,608+226.5% |
| Admin fee / account holder | $183 | $7,972-97.7% | $10,843-98.3% | $5,124-96.4% |