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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,432 | $201,344-72.5% | $184,243-69.9% | $145,877-62.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 19.10% | 29.01%-9.9pp | 28.82%-9.7pp | 551.28%-532.2pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,041 | $9,807+43.2% | $9,132+53.7% | $6,691+109.9% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |