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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,653 | $108,897-9.4% | $100,378-1.7% | $145,877-32.4% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 16.73% | 58.17%-41.4pp | 49.41%-32.7pp | 551.28%-534.6pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,007 | $8,455+30.2% | $8,087+36.1% | $6,691+64.5% |
| Admin fee / account holder | $129 | $9,690-98.7% | $7,899-98.4% | $13,402-99.0% |