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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,169 | $88,203-29.5% | $165,100-62.3% | $74,478-16.5% |
| Participation rate | 77.8% | 73.1%+4.7pp | 78.6%-0.8pp | 67.2%+10.6pp |
| Annual return | 15.84% | 17.13%-1.3pp | 70.21%-54.4pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $10,366 | $4,505+130.1% | $6,035+71.7% | $4,350+138.3% |
| Admin fee / account holder | $3 | $2,235-99.9% | $12,696-100.0% | $1,946-99.9% |