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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,949 | $78,520-59.3% | $96,576-66.9% | $82,448-61.2% |
| Participation rate | 92.9% | 77.7%+15.1pp | 81.4%+11.4pp | 68.1%+24.8pp |
| Annual return | 66.32% | 41.30%+25.0pp | 38.47%+27.8pp | 41.64%+24.7pp |
| Employer contribution / active EE | $4,470 | $2,630+70.0% | $3,553+25.8% | $2,551+75.2% |
| Participant deferral / active EE | $10,207 | $6,754+51.1% | $7,956+28.3% | $4,139+146.6% |
| Admin fee / account holder | $30 | $13,455-99.8% | $11,381-99.7% | $7,234-99.6% |