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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,995 | $183,592-79.8% | $155,574-76.2% | $145,877-74.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 18.50% | 61.37%-42.9pp | 64.87%-46.4pp | 551.28%-532.8pp |
| Employer contribution / active EE | $3,001 | $5,317-43.6% | $4,676-35.8% | $4,663-35.6% |
| Participant deferral / active EE | $5,100 | $6,466-21.1% | $5,629-9.4% | $6,691-23.8% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |