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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,894 | $154,209-80.0% | $130,062-76.2% | $139,487-77.9% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.2pp | 80.3%+13.4pp |
| Annual return | 29.23% | 32.52%-3.3pp | -137.37%+166.6pp | 373.84%-344.6pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $272 | $13,988-98.1% | $10,601-97.4% | $11,407-97.6% |