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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,101 | $104,251+74.7% | $91,004+100.1% | $147,586+23.4% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 10.95% | 27.06%-16.1pp | 4.60%+6.3pp | 578.59%-567.6pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $36 | $8,948-99.6% | $5,417-99.3% | $10,886-99.7% |