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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,564 | $149,741-76.2% | $118,914-70.1% | $158,982-77.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 16.71% | 19.94%-3.2pp | 35.89%-19.2pp | 302.99%-286.3pp |
| Employer contribution / active EE | $5,884 | $4,119+42.9% | $3,264+80.2% | $4,763+23.5% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |