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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,892 | $176,402-64.9% | $134,162-53.9% | $158,966-61.1% |
| Participation rate | 95.8% | 78.7%+17.1pp | 72.2%+23.6pp | 82.0%+13.9pp |
| Annual return | 23.39% | 63.66%-40.3pp | 36.35%-13.0pp | 302.95%-279.6pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,957 | $4,093+143.3% | $3,500+184.5% | $5,983+66.4% |
| Admin fee / account holder | $118 | $8,719-98.6% | $6,685-98.2% | $11,250-98.9% |