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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,369 | $152,619-74.9% | $125,195-69.4% | $152,909-74.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.31% | 54.85%-37.5pp | 43.79%-26.5pp | 345.46%-328.2pp |
| Employer contribution / active EE | $8,122 | $4,947+64.2% | $3,866+110.1% | $4,764+70.5% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $91 | $13,437-99.3% | $9,704-99.1% | $11,601-99.2% |