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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,430 | $103,008-16.1% | $90,304-4.3% | $152,897-43.5% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.5%-11.0pp |
| Annual return | 23.23% | 95.22%-72.0pp | 78.13%-54.9pp | 345.43%-322.2pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,975 | $4,281+109.6% | $3,885+131.0% | $5,851+53.4% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |