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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,025 | $118,877-69.7% | $96,570-62.7% | $167,536-78.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 20.92% | 50.50%-29.6pp | 37.79%-16.9pp | 478.82%-457.9pp |
| Employer contribution / active EE | $2,857 | $3,121-8.4% | $2,357+21.2% | $4,839-41.0% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $290 | $8,069-96.4% | $6,182-95.3% | $12,315-97.6% |