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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,203 | $99,652-19.5% | $78,778+1.8% | $147,586-45.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.30% | 47.28%-37.0pp | 35.62%-25.3pp | 578.59%-568.3pp |
| Employer contribution / active EE | $7,300 | $2,796+161.1% | $1,986+267.6% | $4,876+49.7% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |