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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,468 | $78,607-19.3% | $105,624-39.9% | $74,478-14.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 15.25% | 15.96%-0.7pp | 116.20%-101.0pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $7,442 | $2,523+195.0% | $3,168+134.9% | $2,626+183.4% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,220-100.0% | $10,961-100.0% | $1,946-100.0% |