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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,720 | $82,133-50.4% | $147,318-72.4% | $64,097-36.5% |
| Participation rate | 100.0% | 62.3%+37.7pp | 82.1%+17.9pp | 55.2%+44.8pp |
| Annual return | 14.78% | 78.78%-64.0pp | 70.43%-55.7pp | 34.64%-19.9pp |
| Employer contribution / active EE | $8,455 | $2,872+194.4% | $4,593+84.1% | $1,891+347.0% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $7,906-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $3,730-100.0% | $13,708-100.0% | $3,454-100.0% |