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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,469 | $77,419-63.2% | $69,461-59.0% | $152,885-81.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 13.22% | 39.07%-25.9pp | 28.97%-15.8pp | 345.39%-332.2pp |
| Employer contribution / active EE | $1,836 | $3,315-44.6% | $2,779-34.0% | $4,763-61.5% |
| Participant deferral / active EE | $6,524 | $4,414+47.8% | $3,536+84.5% | $5,851+11.5% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |