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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,824 | $99,652-70.1% | $78,778-62.1% | $147,586-79.8% |
| Participation rate | 76.9% | 76.2%+0.7pp | 69.2%+7.7pp | 82.8%-5.9pp |
| Annual return | 24.49% | 47.28%-22.8pp | 35.62%-11.1pp | 578.59%-554.1pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $42 | $7,155-99.4% | $5,134-99.2% | $10,886-99.6% |