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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,611 | $29,736-67.7% | $56,033-82.8% | $80,935-88.1% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 22.01% | 35.28%-13.3pp | 1711.38%-1689.4pp | 35.66%-13.6pp |
| Employer contribution / active EE | $3,398 | $671+406.1% | $1,041+226.4% | $2,757+23.3% |
| Participant deferral / active EE | $2,069 | $1,228+68.4% | $1,954+5.9% | $4,299-51.9% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |