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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,468 | $78,562-19.2% | $105,608-39.9% | $74,429-14.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 15.25% | 15.94%-0.7pp | 116.50%-101.2pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $7,442 | $2,521+195.2% | $3,167+135.0% | $2,625+183.5% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,217-100.0% | $11,028-100.0% | $1,944-100.0% |