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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,603 | $96,643-82.8% | $86,617-80.8% | $139,456-88.1% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 109.27% | 106.57%+2.7pp | 591.91%-482.6pp | 373.45%-264.2pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,933 | $4,835-39.3% | $4,437-33.9% | $6,711-56.3% |
| Admin fee / account holder | $31 | $6,406-99.5% | $5,613-99.4% | $11,407-99.7% |