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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,273 | $80,753-26.6% | $136,298-56.5% | $62,293-4.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 30.15% | 35.83%-5.7pp | 5156.27%-5126.1pp | 28.90%+1.3pp |
| Employer contribution / active EE | $3,208 | $2,884+11.2% | $4,696-31.7% | $2,042+57.1% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |