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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,867 | $234,190-62.9% | $180,320-51.8% | $198,609-56.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 9.19% | 1057.44%-1048.3pp | 778.54%-769.4pp | 202.70%-193.5pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,538 | $4,988+11.0% | $4,304+28.7% | $6,977-20.6% |
| Admin fee / account holder | $161 | $12,558-98.7% | $10,000-98.4% | $19,030-99.2% |