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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,056 | $106,864-71.9% | $147,318-79.6% | $82,637-63.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 74.85% | 27.49%+47.4pp | 70.43%+4.4pp | 53.51%+21.3pp |
| Employer contribution / active EE | $5,491 | $3,417+60.7% | $4,593+19.6% | $2,552+115.2% |
| Participant deferral / active EE | $5,068 | $6,496-22.0% | $7,906-35.9% | $4,126+22.8% |
| Admin fee / account holder | $15 | $8,415-99.8% | $13,708-99.9% | $7,339-99.8% |