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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,761 | $78,707-53.3% | $117,861-68.8% | $70,126-47.6% |
| Participation rate | 95.7% | 73.2%+22.6pp | 79.7%+16.1pp | 69.5%+26.2pp |
| Annual return | 16.68% | 23.30%-6.6pp | 335.11%-318.4pp | 73.15%-56.5pp |
| Employer contribution / active EE | $11,538 | $2,223+418.9% | $3,786+204.7% | $2,343+392.6% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |