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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,116 | $99,994-62.9% | $146,647-74.7% | $85,851-56.8% |
| Participation rate | 89.3% | 73.1%+16.2pp | 80.1%+9.2pp | 69.3%+20.0pp |
| Annual return | 23.64% | 18.93%+4.7pp | 22.75%+0.9pp | 318.63%-295.0pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,703-100.0% | $10,281-100.0% | $6,261-100.0% |