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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,369 | $65,434-44.4% | $98,483-63.1% | $85,847-57.6% |
| Participation rate | 95.0% | 65.0%+30.0pp | 73.3%+21.7pp | 69.3%+25.7pp |
| Annual return | 12.79% | 21.75%-9.0pp | 1494.38%-1481.6pp | 318.61%-305.8pp |
| Employer contribution / active EE | $4,739 | $2,169+118.5% | $2,961+60.1% | $2,565+84.7% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,595-100.0% | $5,953-100.0% | $6,261-100.0% |