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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,792 | $124,346-78.5% | $111,308-75.9% | $167,536-84.0% |
| Participation rate | 77.8% | 79.6%-1.9pp | 77.3%+0.5pp | 82.1%-4.3pp |
| Annual return | 40.20% | 37.45%+2.7pp | 54.67%-14.5pp | 478.82%-438.6pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $11,169 | $5,182+115.5% | $4,487+148.9% | $6,342+76.1% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |