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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,632 | $108,942-73.7% | $100,415-71.5% | $145,897-80.4% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 14.51% | 58.27%-43.8pp | 49.47%-35.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,853 | $8,461-7.2% | $8,091-2.9% | $6,689+17.4% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |