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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,820 | $100,938-68.5% | $90,461-64.8% | $158,982-80.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 23.06% | 1727.20%-1704.1pp | 1294.76%-1271.7pp | 302.99%-279.9pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,076 | $4,350+85.7% | $3,964+103.7% | $5,983+35.0% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |