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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,251 | $115,225-46.8% | $100,712-39.2% | $138,895-55.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 14.70% | 40.35%-25.6pp | 33.27%-18.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7 | $10,844-99.9% | $9,256-99.9% | $12,562-99.9% |