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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,802 | $105,856+19.8% | $90,161+40.6% | $147,586-14.1% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | 20.71% | 37.63%-16.9pp | 34.89%-14.2pp | 578.59%-557.9pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,409 | $5,733+46.7% | $5,287+59.0% | $5,439+54.6% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |