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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,485 | $165,320-40.4% | $152,301-35.3% | $165,320-40.4% |
| Participation rate | 79.1% | 81.8%-2.7pp | 82.4%-3.4pp | 81.8%-2.7pp |
| Annual return | 13.48% | 12.93%+0.5pp | 80.50%-67.0pp | 12.93%+0.5pp |
| Employer contribution / active EE | $9,472 | $4,428+113.9% | $4,624+104.8% | $4,428+113.9% |
| Participant deferral / active EE | $0 | $7,228-100.0% | $8,004-100.0% | $7,228-100.0% |
| Admin fee / account holder | $0 | $137-100.0% | $14,398-100.0% | $137-100.0% |