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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,468 | $78,483-19.1% | $106,201-40.2% | $74,546-14.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 15.25% | 15.94%-0.7pp | 116.26%-101.0pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $7,442 | $2,522+195.2% | $3,170+134.8% | $2,624+183.6% |
| Participant deferral / active EE | $0 | $4,320-100.0% | $5,012-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,236-100.0% | $11,039-100.0% | $1,944-100.0% |