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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,467 | $76,608-85.0% | $56,077-79.6% | $145,877-92.1% |
| Participation rate | 81.8% | 63.2%+18.6pp | 52.5%+29.3pp | 80.3%+1.5pp |
| Annual return | 10.87% | 3009.59%-2998.7pp | 1709.28%-1698.4pp | 551.28%-540.4pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $436 | $2,624-83.4% | $1,954-77.7% | $6,691-93.5% |
| Admin fee / account holder | $59 | $3,325-98.2% | $2,825-97.9% | $13,402-99.6% |