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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,221 | $118,869-72.9% | $96,575-66.6% | $167,518-80.8% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 57.97% | 50.49%+7.5pp | 37.79%+20.2pp | 478.71%-420.7pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,357-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,523 | $4,616+63.0% | $3,849+95.5% | $6,342+18.6% |
| Admin fee / account holder | $17 | $8,067-99.8% | $6,182-99.7% | $12,312-99.9% |