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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,148 | $59,105-3.3% | $159,991-64.3% | $66,930-14.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 78.0%+22.0pp | 69.8%+30.2pp |
| Annual return | 32.69% | -12.26%+44.9pp | 408.82%-376.1pp | 1.57%+31.1pp |
| Employer contribution / active EE | $4,282 | $1,983+116.0% | $4,225+1.4% | $2,545+68.3% |
| Participant deferral / active EE | $0 | $4,395-100.0% | $6,183-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $591-100.0% | $8,715-100.0% | $593-100.0% |