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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,381 | $84,741-29.9% | $75,731-21.6% | $167,553-64.6% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.8%+16.1pp | 82.1%+8.8pp |
| Annual return | 15.56% | 199.72%-184.2pp | 104.65%-89.1pp | 478.89%-463.3pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,685 | $4,577+24.2% | $3,820+48.8% | $6,343-10.4% |
| Admin fee / account holder | $0 | $5,361-100.0% | $3,620-100.0% | $12,316-100.0% |