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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,306 | $86,298-60.2% | $111,308-69.2% | $85,847-60.0% |
| Participation rate | 97.7% | 73.3%+24.3pp | 77.3%+20.4pp | 69.3%+28.4pp |
| Annual return | 36.63% | 19.99%+16.6pp | 54.67%-18.0pp | 318.61%-282.0pp |
| Employer contribution / active EE | $5,313 | $2,044+160.0% | $2,732+94.5% | $2,565+107.1% |
| Participant deferral / active EE | $3,504 | $3,641-3.8% | $4,487-21.9% | $3,952-11.3% |
| Admin fee / account holder | $127 | $8,189-98.4% | $7,965-98.4% | $6,261-98.0% |