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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,170 | $176,105-88.0% | $159,474-86.7% | $167,536-87.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.60% | 331.91%-315.3pp | 263.68%-247.1pp | 478.82%-462.2pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,195 | $7,751+18.6% | $7,353+25.1% | $6,342+45.0% |
| Admin fee / account holder | $147 | $12,559-98.8% | $10,802-98.6% | $12,315-98.8% |