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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,288 | $99,031-27.0% | $86,597-16.5% | $147,585-51.0% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 20.34% | 1312.56%-1292.2pp | 964.96%-944.6pp | 578.57%-558.2pp |
| Employer contribution / active EE | $429 | $3,132-86.3% | $2,840-84.9% | $4,876-91.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |