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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,165 | $93,346-7.7% | $71,796+20.0% | $273,972-68.5% |
| Participation rate | 84.2% | 76.5%+7.7pp | 69.1%+15.1pp | 83.0%+1.2pp |
| Annual return | 9.01% | 130.39%-121.4pp | 78.04%-69.0pp | 41.46%-32.4pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,190 | $3,475+49.3% | $2,794+85.7% | $5,287-1.8% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |