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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,621 | $77,449-81.1% | $69,483-79.0% | $152,909-90.4% |
| Participation rate | 81.3% | 78.1%+3.2pp | 74.6%+6.7pp | 82.5%-1.2pp |
| Annual return | 6.08% | 39.09%-33.0pp | 28.99%-22.9pp | 345.46%-339.4pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,997 | $4,415-32.1% | $3,537-15.3% | $5,851-48.8% |
| Admin fee / account holder | $223 | $6,210-96.4% | $3,841-94.2% | $11,601-98.1% |