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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,371 | $183,592-85.6% | $155,574-83.0% | $145,877-81.9% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 12.11% | 61.37%-49.3pp | 64.87%-52.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,648 | $6,466-28.1% | $5,629-17.4% | $6,691-30.5% |
| Admin fee / account holder | $292 | $19,316-98.5% | $15,914-98.2% | $13,402-97.8% |