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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,191 | $107,015-83.9% | $73,545-76.6% | $147,585-88.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 22.12% | 38.25%-16.1pp | -15.16%+37.3pp | 578.57%-556.4pp |
| Employer contribution / active EE | $2,525 | $1,760+43.5% | $1,219+107.2% | $4,876-48.2% |
| Participant deferral / active EE | $1,365 | $2,462-44.6% | $1,806-24.4% | $5,439-74.9% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |