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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,071 | $157,296-77.7% | $141,191-75.2% | $152,897-77.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 35.16% | 64.34%-29.2pp | 71.41%-36.2pp | 345.43%-310.3pp |
| Employer contribution / active EE | $3,499 | $5,262-33.5% | $4,736-26.1% | $4,764-26.5% |
| Participant deferral / active EE | $5,173 | $7,111-27.2% | $6,710-22.9% | $5,851-11.6% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |