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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,534 | $176,402-61.1% | $134,162-48.9% | $158,982-56.9% |
| Participation rate | 70.0% | 78.7%-8.7pp | 72.2%-2.2pp | 82.0%-12.0pp |
| Annual return | 15.24% | 63.66%-48.4pp | 36.35%-21.1pp | 302.99%-287.8pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,242 | $4,093-45.2% | $3,500-35.9% | $5,983-62.5% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |