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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,697 | $183,592-79.5% | $155,574-75.8% | $145,877-74.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 11.84% | 61.37%-49.5pp | 64.87%-53.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $5,150 | $5,317-3.1% | $4,676+10.1% | $4,663+10.4% |
| Participant deferral / active EE | $5,363 | $6,466-17.1% | $5,629-4.7% | $6,691-19.8% |
| Admin fee / account holder | $200 | $19,316-99.0% | $15,914-98.7% | $13,402-98.5% |