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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,965 | $99,957-49.0% | $149,745-66.0% | $73,497-30.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 39.22% | 53.87%-14.7pp | 276.72%-237.5pp | 28.51%+10.7pp |
| Employer contribution / active EE | $698 | $3,191-78.1% | $4,646-85.0% | $2,270-69.3% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |