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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,234 | $228,352-82.4% | $185,835-78.3% | $158,966-74.7% |
| Participation rate | 88.2% | 82.3%+5.9pp | 78.0%+10.2pp | 82.0%+6.3pp |
| Annual return | 32.78% | 40.81%-8.0pp | 35.96%-3.2pp | 302.95%-270.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,710 | $6,416+113.7% | $5,633+143.4% | $5,983+129.1% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |