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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,694 | $154,159-54.1% | $130,026-45.6% | $139,456-49.3% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 15.80% | 32.50%-16.7pp | -137.26%+153.1pp | 373.45%-357.7pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $36 | $14,001-99.7% | $10,608-99.7% | $11,407-99.7% |