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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,099 | $107,030-76.5% | $73,550-65.9% | $147,586-83.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 20.93% | 38.25%-17.3pp | -15.16%+36.1pp | 578.59%-557.7pp |
| Employer contribution / active EE | $1,015 | $1,760-42.4% | $1,219-16.8% | $4,876-79.2% |
| Participant deferral / active EE | $6,874 | $2,458+179.6% | $1,804+281.0% | $5,439+26.4% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |