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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,687 | $93,589-50.1% | $135,942-65.7% | $75,181-37.9% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 16.12% | 30.90%-14.8pp | 68.28%-52.2pp | 160.69%-144.6pp |
| Employer contribution / active EE | $11,986 | $3,537+238.8% | $4,858+146.8% | $2,671+348.8% |
| Participant deferral / active EE | $5,481 | $6,405-14.4% | $7,759-29.4% | $4,126+32.9% |
| Admin fee / account holder | $128 | $6,977-98.2% | $10,764-98.8% | $5,650-97.7% |