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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,697 | $183,539-79.5% | $155,556-75.8% | $145,897-74.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 11.84% | 61.31%-49.5pp | 64.84%-53.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $5,150 | $5,315-3.1% | $4,675+10.2% | $4,663+10.5% |
| Participant deferral / active EE | $5,363 | $6,467-17.1% | $5,631-4.8% | $6,689-19.8% |
| Admin fee / account holder | $200 | $19,275-99.0% | $15,885-98.7% | $13,390-98.5% |