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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,491 | $80,992-63.6% | $96,534-69.5% | $75,173-60.8% |
| Participation rate | 97.8% | 71.8%+26.0pp | 76.0%+21.8pp | 67.2%+30.6pp |
| Annual return | 75.37% | 27.05%+48.3pp | 25.88%+49.5pp | 160.72%-85.3pp |
| Employer contribution / active EE | $5,363 | $2,283+135.0% | $2,965+80.9% | $2,671+100.8% |
| Participant deferral / active EE | $9,947 | $3,929+153.2% | $4,851+105.1% | $4,126+141.1% |
| Admin fee / account holder | $300 | $6,717-95.5% | $8,253-96.4% | $5,651-94.7% |