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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,697 | $183,627-79.5% | $155,602-75.8% | $145,978-74.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 11.84% | 61.32%-49.5pp | 64.81%-53.0pp | 550.52%-538.7pp |
| Employer contribution / active EE | $5,150 | $5,316-3.1% | $4,675+10.2% | $4,662+10.5% |
| Participant deferral / active EE | $5,363 | $6,466-17.1% | $5,629-4.7% | $6,690-19.8% |
| Admin fee / account holder | $200 | $19,327-99.0% | $15,923-98.7% | $13,400-98.5% |