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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,632 | $108,912-73.7% | $100,383-71.5% | $145,959-80.4% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 14.51% | 57.96%-43.5pp | 49.26%-34.8pp | 561.95%-547.4pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,853 | $8,451-7.1% | $8,086-2.9% | $6,689+17.4% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |