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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,674 | $78,707-12.7% | $117,861-41.7% | $70,126-2.1% |
| Participation rate | 77.8% | 73.2%+4.6pp | 79.7%-1.9pp | 69.5%+8.2pp |
| Annual return | 16.09% | 23.30%-7.2pp | 335.11%-319.0pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |