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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,452 | $157,296-72.4% | $141,191-69.2% | $152,897-71.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 25.59% | 64.34%-38.8pp | 71.41%-45.8pp | 345.43%-319.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,585 | $7,111-49.6% | $6,710-46.6% | $5,851-38.7% |
| Admin fee / account holder | $14 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |