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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,162 | $77,817-2.1% | $123,553-38.4% | $64,173+18.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 43.09% | 12.49%+30.6pp | 119.21%-76.1pp | 7.63%+35.5pp |
| Employer contribution / active EE | $2,350 | $3,014-22.0% | $4,628-49.2% | $2,381-1.3% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |