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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,734 | $90,607-83.7% | $79,467-81.5% | $135,380-89.1% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | 9.83% | 977.74%-967.9pp | 718.30%-708.5pp | 519.81%-510.0pp |
| Employer contribution / active EE | $2,178 | $3,068-29.0% | $2,800-22.2% | $4,779-54.4% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |