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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,318 | $96,691-66.6% | $86,656-62.7% | $139,487-76.8% |
| Participation rate | 81.3% | 74.4%+6.8pp | 71.7%+9.5pp | 80.3%+0.9pp |
| Annual return | 15.30% | 106.87%-91.6pp | 593.09%-577.8pp | 373.84%-358.5pp |
| Employer contribution / active EE | $4,076 | $3,267+24.8% | $3,025+34.7% | $4,755-14.3% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |