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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,363 | $91,198-64.5% | $178,503-81.9% | $79,856-59.5% |
| Participation rate | 97.6% | 69.2%+28.3pp | 81.9%+15.6pp | 69.6%+27.9pp |
| Annual return | 15.54% | 24.20%-8.7pp | 151.12%-135.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,206 | $3,237-31.8% | $5,202-57.6% | $3,741-41.0% |
| Admin fee / account holder | $273 | $6,748-96.0% | $13,987-98.1% | $5,306-94.9% |