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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,289 | $183,539-80.2% | $155,556-76.7% | $145,897-75.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 9.92% | 61.31%-51.4pp | 64.84%-54.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $5,382 | $5,315+1.3% | $4,675+15.1% | $4,663+15.4% |
| Participant deferral / active EE | $5,750 | $6,467-11.1% | $5,631+2.1% | $6,689-14.0% |
| Admin fee / account holder | $135 | $19,275-99.3% | $15,885-99.2% | $13,390-99.0% |