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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,679 | $107,030-76.0% | $73,550-65.1% | $147,586-82.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 24.81% | 38.25%-13.4pp | -15.16%+40.0pp | 578.59%-553.8pp |
| Employer contribution / active EE | $2,219 | $1,760+26.0% | $1,219+82.0% | $4,876-54.5% |
| Participant deferral / active EE | $7,200 | $2,458+192.9% | $1,804+299.1% | $5,439+32.4% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |