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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,905 | $39,798-7.3% | $67,704-45.5% | $59,633-38.1% |
| Participation rate | 73.1% | 57.4%+15.7pp | 67.5%+5.6pp | 68.7%+4.4pp |
| Annual return | 33.83% | 89.94%-56.1pp | 25.41%+8.4pp | 2041.45%-2007.6pp |
| Employer contribution / active EE | $2,364 | $1,393+69.7% | $2,559-7.7% | $2,203+7.3% |
| Participant deferral / active EE | $3,649 | $2,335+56.3% | $3,585+1.8% | $3,192+14.3% |
| Admin fee / account holder | $9 | $3,212-99.7% | $4,255-99.8% | $4,297-99.8% |