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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,976 | $165,939-47.6% | $122,354-28.9% | $147,586-41.1% |
| Participation rate | 70.0% | 79.6%-9.6pp | 71.6%-1.6pp | 82.8%-12.8pp |
| Annual return | 9.57% | 34.56%-25.0pp | 30.28%-20.7pp | 578.59%-569.0pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,637 | $4,005+115.6% | $3,287+162.8% | $5,439+58.8% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |