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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,047 | $162,529-85.8% | $130,788-82.4% | $154,746-85.1% |
| Participation rate | 76.9% | 75.9%+1.1pp | 70.1%+6.8pp | 80.7%-3.8pp |
| Annual return | 20.25% | 510.48%-490.2pp | 386.44%-366.2pp | 172.34%-152.1pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,499 | $4,808+14.4% | $4,137+32.9% | $6,730-18.3% |
| Admin fee / account holder | $277 | $7,669-96.4% | $6,673-95.9% | $14,365-98.1% |