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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,269 | $129,476-68.1% | $93,515-55.9% | $158,982-74.0% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 10.59% | 118.56%-108.0pp | 78.21%-67.6pp | 302.99%-292.4pp |
| Employer contribution / active EE | $2,857 | $2,717+5.2% | $2,077+37.5% | $4,763-40.0% |
| Participant deferral / active EE | $0 | $3,916-100.0% | $3,129-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,396-100.0% | $5,235-100.0% | $11,252-100.0% |