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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,585 | $111,535-78.0% | $105,223-76.6% | $137,256-82.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 19.03% | 237.85%-218.8pp | 180.65%-161.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,551 | $5,500-17.2% | $5,072-10.3% | $6,407-29.0% |
| Admin fee / account holder | $30 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |