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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,390 | $124,425-72.4% | $112,040-69.3% | $137,256-74.9% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 61.26% | 24.72%+36.5pp | 24.52%+36.7pp | 220.34%-159.1pp |
| Employer contribution / active EE | $4,038 | $3,411+18.4% | $2,954+36.7% | $4,156-2.8% |
| Participant deferral / active EE | $12,517 | $5,718+118.9% | $5,098+145.5% | $6,407+95.4% |
| Admin fee / account holder | $26 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |