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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,169 | $88,137-29.5% | $164,975-62.3% | $74,429-16.5% |
| Participation rate | 77.8% | 73.1%+4.7pp | 78.6%-0.8pp | 67.2%+10.6pp |
| Annual return | 15.84% | 17.13%-1.3pp | 70.12%-54.3pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $0 | $2,597-100.0% | $4,343-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $10,366 | $4,501+130.3% | $6,033+71.8% | $4,348+138.4% |
| Admin fee / account holder | $3 | $2,231-99.9% | $12,688-100.0% | $1,944-99.9% |