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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,086 | $108,911-62.3% | $100,392-59.1% | $145,884-71.8% |
| Participation rate | 85.7% | 83.0%+2.7pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 14.92% | 58.23%-43.3pp | 49.45%-34.5pp | 551.85%-536.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,312 | $8,459-25.4% | $8,090-22.0% | $6,690-5.6% |
| Admin fee / account holder | $15 | $9,698-99.8% | $7,904-99.8% | $13,392-99.9% |