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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,087 | $152,619-44.2% | $125,195-32.0% | $152,909-44.4% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 24.53% | 54.85%-30.3pp | 43.79%-19.3pp | 345.46%-320.9pp |
| Employer contribution / active EE | $10,000 | $4,947+102.1% | $3,866+158.7% | $4,764+109.9% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |