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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,606 | $89,370-73.6% | $141,197-83.3% | $72,976-67.7% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 127.55% | 111.88%+15.7pp | 71.41%+56.1pp | 81.02%+46.5pp |
| Employer contribution / active EE | $2,719 | $3,115-12.7% | $4,736-42.6% | $2,440+11.4% |
| Participant deferral / active EE | $5,632 | $5,419+3.9% | $6,710-16.1% | $3,608+56.1% |
| Admin fee / account holder | $235 | $5,957-96.1% | $10,265-97.7% | $5,124-95.4% |