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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,297 | $107,944-64.5% | $91,994-58.4% | $152,885-75.0% |
| Participation rate | 87.5% | 81.2%+6.3pp | 78.6%+8.9pp | 82.5%+5.0pp |
| Annual return | 26.21% | 89.26%-63.1pp | 69.03%-42.8pp | 345.39%-319.2pp |
| Employer contribution / active EE | $3,851 | $4,210-8.5% | $3,452+11.5% | $4,763-19.2% |
| Participant deferral / active EE | $9,505 | $6,365+49.3% | $5,923+60.5% | $5,851+62.5% |
| Admin fee / account holder | -$172 | $10,521-101.6% | $7,743-102.2% | $11,598-101.5% |