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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,198 | $59,006-67.5% | $97,197-80.2% | $74,429-74.2% |
| Participation rate | 94.8% | 63.7%+31.1pp | 72.7%+22.1pp | 67.2%+27.6pp |
| Annual return | 69.66% | 16.04%+53.6pp | 75.47%-5.8pp | 1368.38%-1298.7pp |
| Employer contribution / active EE | $5,760 | $1,894+204.2% | $2,723+111.6% | $2,625+119.5% |
| Participant deferral / active EE | $0 | $3,671-100.0% | $4,263-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,974-100.0% | $5,637-100.0% | $1,944-100.0% |