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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,544 | $46,173-25.2% | $170,435-79.7% | $69,631-50.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 33.76% | 21.62%+12.1pp | 205.94%-172.2pp | 27571.02%-27537.3pp |
| Employer contribution / active EE | $3,272 | $1,610+103.2% | $5,432-39.8% | $2,032+61.0% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |