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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,388 | $73,518-76.3% | $63,003-72.4% | $147,585-88.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.8%+12.7pp | 82.8%+4.7pp |
| Annual return | 9.13% | 175.46%-166.3pp | 87.59%-78.5pp | 578.56%-569.4pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,731 | $4,183-10.8% | $3,329+12.1% | $5,439-31.4% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |