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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,099 | $165,381-69.1% | $149,730-65.9% | $158,966-67.9% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 40.95% | 348.29%-307.3pp | 276.70%-235.8pp | 302.95%-262.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $275 | $10,809-97.5% | $9,310-97.0% | $11,250-97.6% |