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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,739 | $148,582-70.6% | $135,942-67.8% | $139,456-68.6% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 26.45% | 79.26%-52.8pp | 68.28%-41.8pp | 373.45%-347.0pp |
| Employer contribution / active EE | $6,348 | $5,245+21.0% | $4,858+30.7% | $4,753+33.6% |
| Participant deferral / active EE | $3,714 | $8,101-54.2% | $7,759-52.1% | $6,711-44.7% |
| Admin fee / account holder | $83 | $12,402-99.3% | $10,764-99.2% | $11,407-99.3% |