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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,495 | $165,912-70.2% | $122,342-59.5% | $147,585-66.5% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 15.37% | 34.55%-19.2pp | 30.28%-14.9pp | 578.57%-563.2pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,861 | $4,005+46.3% | $3,287+78.3% | $5,439+7.8% |
| Admin fee / account holder | $32 | $7,424-99.6% | $5,478-99.4% | $10,885-99.7% |