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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,799 | $755,339-75.3% | $379,746-50.8% | $158,950+17.5% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 15.30% | 53.41%-38.1pp | 34.90%-19.6pp | 302.91%-287.6pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $7,938-100.0% | $6,024-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,248-100.0% |