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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,999 | $52,293-67.5% | $178,503-90.5% | $73,412-76.8% |
| Participation rate | 96.0% | 65.3%+30.7pp | 81.9%+14.1pp | 72.2%+23.8pp |
| Annual return | 99.23% | 34.75%+64.5pp | 151.12%-51.9pp | 59.30%+39.9pp |
| Employer contribution / active EE | $1,851 | $1,736+6.6% | $5,011-63.1% | $2,234-17.1% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $13,987-100.0% | $158-100.0% |