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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,240 | $93,010-54.6% | $96,538-56.2% | $74,473-43.3% |
| Participation rate | 98.9% | 71.6%+27.4pp | 74.3%+24.6pp | 70.7%+28.2pp |
| Annual return | 93.52% | 37.50%+56.0pp | 35.74%+57.8pp | 34.36%+59.2pp |
| Employer contribution / active EE | $11,176 | $3,427+226.1% | $3,740+198.8% | $2,638+323.6% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $5 | $633-99.3% | $6,737-99.9% | $347-98.7% |