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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,014 | $107,015-78.5% | $73,545-68.7% | $147,585-84.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 8.52% | 38.25%-29.7pp | -15.16%+23.7pp | 578.57%-570.0pp |
| Employer contribution / active EE | $8,099 | $1,760+360.2% | $1,219+564.4% | $4,876+66.1% |
| Participant deferral / active EE | $3,365 | $2,462+36.7% | $1,806+86.3% | $5,439-38.1% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |