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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,837 | $124,425-71.2% | $112,040-68.0% | $137,256-73.9% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 72.51% | 24.72%+47.8pp | 24.52%+48.0pp | 220.34%-147.8pp |
| Employer contribution / active EE | $3,127 | $3,411-8.3% | $2,954+5.9% | $4,156-24.8% |
| Participant deferral / active EE | $5,174 | $5,718-9.5% | $5,098+1.5% | $6,407-19.2% |
| Admin fee / account holder | $37 | $15,207-99.8% | $12,098-99.7% | $12,270-99.7% |