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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,145 | $93,692-35.8% | $116,538-48.4% | $86,983-30.9% |
| Participation rate | 91.9% | 79.6%+12.3pp | 82.6%+9.3pp | 69.5%+22.4pp |
| Annual return | 53.06% | 26.00%+27.1pp | 17.97%+35.1pp | 25.83%+27.2pp |
| Employer contribution / active EE | $6,745 | $3,831+76.0% | $4,541+48.5% | $2,584+161.0% |
| Participant deferral / active EE | $13,808 | $5,612+146.0% | $6,207+122.4% | $4,194+229.2% |
| Admin fee / account holder | $57 | $7,586-99.2% | $8,737-99.3% | $7,856-99.3% |