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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,515 | $77,638-27.2% | $156,551-63.9% | $62,881-10.1% |
| Participation rate | 93.8% | 71.2%+22.6pp | 84.0%+9.7pp | 69.3%+24.4pp |
| Annual return | 16.61% | 50.33%-33.7pp | 32.23%-15.6pp | 20.14%-3.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $12,835 | $3,046+321.5% | $4,871+163.5% | $3,203+300.7% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |