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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,590 | $183,592-80.6% | $155,574-77.1% | $145,877-75.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.42% | 61.37%-48.0pp | 64.87%-51.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,003 | $5,317-62.3% | $4,676-57.2% | $4,663-57.0% |
| Participant deferral / active EE | $5,316 | $6,466-17.8% | $5,629-5.6% | $6,691-20.5% |
| Admin fee / account holder | $149 | $19,316-99.2% | $15,914-99.1% | $13,402-98.9% |