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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,979 | $114,013-57.0% | $103,693-52.8% | $155,188-68.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 20.25% | 49.31%-29.1pp | 47.61%-27.4pp | 148.84%-128.6pp |
| Employer contribution / active EE | $5,035 | $3,131+60.8% | $2,920+72.4% | $4,248+18.5% |
| Participant deferral / active EE | $7,707 | $4,970+55.1% | $4,579+68.3% | $6,531+18.0% |
| Admin fee / account holder | $27 | $8,407-99.7% | $7,858-99.7% | $14,480-99.8% |