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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,881 | $196,972-54.4% | $182,262-50.7% | $198,609-54.7% |
| Participation rate | 77.8% | 85.7%-7.9pp | 84.2%-6.4pp | 82.4%-4.6pp |
| Annual return | 31.99% | 158.27%-126.3pp | 140.60%-108.6pp | 202.70%-170.7pp |
| Employer contribution / active EE | $3,272 | $5,364-39.0% | $5,046-35.1% | $5,055-35.3% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |