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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,345 | $154,193-75.1% | $130,045-70.5% | $139,466-72.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 37.55% | 32.51%+5.0pp | -137.30%+174.9pp | 373.66%-336.1pp |
| Employer contribution / active EE | $5,172 | $5,292-2.3% | $4,321+19.7% | $4,754+8.8% |
| Participant deferral / active EE | $2,096 | $6,709-68.8% | $5,820-64.0% | $6,712-68.8% |
| Admin fee / account holder | $243 | $13,989-98.3% | $10,600-97.7% | $11,409-97.9% |