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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,979 | $124,980-52.8% | $108,359-45.6% | $154,746-61.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.14% | 45.00%-31.9pp | 36.89%-23.8pp | 172.34%-159.2pp |
| Employer contribution / active EE | $14,583 | $2,851+411.6% | $2,399+507.8% | $4,379+233.0% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9 | $11,502-99.9% | $9,741-99.9% | $14,365-99.9% |