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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,499 | $160,040-79.7% | $147,096-77.9% | $145,877-77.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 17.33% | 98.49%-81.2pp | 419.75%-402.4pp | 551.28%-534.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,549 | $8,429+13.3% | $8,071+18.3% | $6,691+42.7% |
| Admin fee / account holder | $122 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |