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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,837 | $136,860-73.8% | $120,344-70.2% | $154,746-76.8% |
| Participation rate | 90.0% | 79.9%+10.1pp | 76.7%+13.3pp | 80.7%+9.3pp |
| Annual return | 72.51% | 21.38%+51.1pp | 20.30%+52.2pp | 172.34%-99.8pp |
| Employer contribution / active EE | $3,127 | $3,533-11.5% | $3,020+3.5% | $4,379-28.6% |
| Participant deferral / active EE | $5,174 | $5,793-10.7% | $5,135+0.8% | $6,730-23.1% |
| Admin fee / account holder | $37 | $15,393-99.8% | $12,742-99.7% | $14,365-99.7% |