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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,712 | $118,877-13.6% | $96,570+6.4% | $167,536-38.7% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.8%+0.2pp | 82.1%-12.1pp |
| Annual return | 14.82% | 50.50%-35.7pp | 37.79%-23.0pp | 478.82%-464.0pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,255 | $4,617-51.2% | $3,849-41.4% | $6,342-64.4% |
| Admin fee / account holder | $102 | $8,069-98.7% | $6,182-98.4% | $12,315-99.2% |