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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,355 | $110,039-64.2% | $97,260-59.5% | $145,884-73.0% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.7pp | 80.3%+3.0pp |
| Annual return | 15.75% | 244.44%-228.7pp | 75.54%-59.8pp | 551.85%-536.1pp |
| Employer contribution / active EE | $3,147 | $3,074+2.4% | $2,721+15.6% | $4,662-32.5% |
| Participant deferral / active EE | $5,664 | $4,674+21.2% | $4,262+32.9% | $6,690-15.3% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |