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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,979 | $93,346-56.1% | $71,796-42.9% | $273,972-85.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.19% | 130.39%-125.2pp | 78.04%-72.9pp | 41.46%-36.3pp |
| Employer contribution / active EE | $18,436 | $2,733+574.5% | $1,924+858.0% | $4,869+278.7% |
| Participant deferral / active EE | $12,354 | $3,475+255.5% | $2,794+342.1% | $5,287+133.7% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |