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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,409 | $165,939-75.6% | $122,354-67.0% | $147,586-72.6% |
| Participation rate | 91.7% | 79.6%+12.1pp | 71.6%+20.0pp | 82.8%+8.8pp |
| Annual return | 20.42% | 34.56%-14.1pp | 30.28%-9.9pp | 578.59%-558.2pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,979 | $4,005-0.7% | $3,287+21.1% | $5,439-26.8% |
| Admin fee / account holder | $248 | $7,425-96.7% | $5,479-95.5% | $10,886-97.7% |