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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,655 | $105,856+11.1% | $90,161+30.5% | $147,586-20.3% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.4pp | 82.8%-11.4pp |
| Annual return | 21.64% | 37.63%-16.0pp | 34.89%-13.2pp | 578.59%-557.0pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,961 | $5,733+108.7% | $5,287+126.2% | $5,439+119.9% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |