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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,889 | $124,346-4.4% | $111,308+6.8% | $167,536-29.0% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 17.50% | 37.45%-19.9pp | 54.67%-37.2pp | 478.82%-461.3pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,451 | $5,182+63.1% | $4,487+88.3% | $6,342+33.3% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |