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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,917 | $125,237-16.2% | $105,608-0.7% | $145,877-28.1% |
| Participation rate | 77.8% | 77.7%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 13.87% | 225.76%-211.9pp | 116.50%-102.6pp | 551.28%-537.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,176 | $5,711-44.4% | $5,010-36.6% | $6,691-52.5% |
| Admin fee / account holder | $149 | $17,287-99.1% | $11,028-98.7% | $13,402-98.9% |