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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,785 | $148,629-74.6% | $135,982-72.2% | $139,487-72.9% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 31.22% | 79.33%-48.1pp | 68.32%-37.1pp | 373.84%-342.6pp |
| Employer contribution / active EE | $3,749 | $5,247-28.5% | $4,859-22.8% | $4,755-21.2% |
| Participant deferral / active EE | $14,139 | $8,102+74.5% | $7,760+82.2% | $6,713+110.6% |
| Admin fee / account holder | $112 | $12,406-99.1% | $10,767-99.0% | $11,407-99.0% |