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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,207 | $108,911-30.0% | $100,392-24.1% | $145,884-47.8% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 14.91% | 58.23%-43.3pp | 49.45%-34.5pp | 551.85%-536.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,492 | $8,459-58.7% | $8,090-56.8% | $6,690-47.8% |
| Admin fee / account holder | $44 | $9,698-99.6% | $7,904-99.4% | $13,392-99.7% |