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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,148 | $136,860-77.2% | $120,344-74.1% | $154,746-79.9% |
| Participation rate | 91.7% | 79.9%+11.8pp | 76.7%+15.0pp | 80.7%+11.0pp |
| Annual return | 50.59% | 21.38%+29.2pp | 20.30%+30.3pp | 172.34%-121.7pp |
| Employer contribution / active EE | $4,275 | $3,533+21.0% | $3,020+41.5% | $4,379-2.4% |
| Participant deferral / active EE | $7,477 | $5,793+29.1% | $5,135+45.6% | $6,730+11.1% |
| Admin fee / account holder | $48 | $15,393-99.7% | $12,742-99.6% | $14,365-99.7% |