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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,549 | $102,663-83.9% | $86,216-80.8% | $139,466-88.1% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 11.24% | 1924.52%-1913.3pp | 1169.42%-1158.2pp | 373.66%-362.4pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $240 | $8,663-97.2% | $6,853-96.5% | $11,409-97.9% |