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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,699 | $105,856-38.9% | $90,161-28.2% | $147,586-56.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.23% | 37.63%-27.4pp | 34.89%-24.7pp | 578.59%-568.4pp |
| Employer contribution / active EE | $1,761 | $4,126-57.3% | $3,318-46.9% | $4,876-63.9% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |