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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,355 | $109,908-64.2% | $97,161-59.5% | $145,978-73.0% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.0pp |
| Annual return | 15.75% | 243.80%-228.1pp | 75.36%-59.6pp | 550.52%-534.8pp |
| Employer contribution / active EE | $3,147 | $3,077+2.2% | $2,723+15.5% | $4,662-32.5% |
| Participant deferral / active EE | $5,664 | $4,679+21.1% | $4,265+32.8% | $6,690-15.3% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |