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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,934 | $73,546-72.9% | $63,018-68.4% | $147,586-86.5% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.8%+15.2pp | 82.8%+7.2pp |
| Annual return | 13.82% | 175.56%-161.7pp | 87.62%-73.8pp | 578.59%-564.8pp |
| Employer contribution / active EE | $2,007 | $3,324-39.6% | $2,761-27.3% | $4,876-58.8% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $52 | $5,956-99.1% | $3,601-98.6% | $10,886-99.5% |