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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,957 | $152,612-62.7% | $125,192-54.5% | $152,897-62.7% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 13.70% | 54.85%-41.1pp | 43.79%-30.1pp | 345.43%-331.7pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,210 | $5,868+5.8% | $4,937+25.8% | $5,851+6.1% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |