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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,391 | $142,426-51.3% | $115,167-39.7% | $152,909-54.6% |
| Participation rate | 85.7% | 82.4%+3.4pp | 75.9%+9.8pp | 82.5%+3.3pp |
| Annual return | 16.99% | 41.48%-24.5pp | 35.60%-18.6pp | 345.46%-328.5pp |
| Employer contribution / active EE | $1,383 | $4,011-65.5% | $3,179-56.5% | $4,764-71.0% |
| Participant deferral / active EE | $1,703 | $5,165-67.0% | $4,169-59.1% | $5,851-70.9% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |