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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,906 | $99,031-39.5% | $86,597-30.8% | $147,585-59.4% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 18.91% | 1312.56%-1293.6pp | 964.96%-946.0pp | 578.57%-559.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,019 | $3,972+51.5% | $3,609+66.8% | $5,439+10.7% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |