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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,086 | $108,897-62.3% | $100,378-59.1% | $145,877-71.8% |
| Participation rate | 85.7% | 83.0%+2.7pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 14.92% | 58.17%-43.3pp | 49.41%-34.5pp | 551.28%-536.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,312 | $8,455-25.3% | $8,087-21.9% | $6,691-5.7% |
| Admin fee / account holder | $15 | $9,690-99.8% | $7,899-99.8% | $13,402-99.9% |