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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,568 | $91,037-70.8% | $71,671-62.9% | $147,586-82.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 11.47% | 20.48%-9.0pp | 20.65%-9.2pp | 578.59%-567.1pp |
| Employer contribution / active EE | $4,839 | $3,327+45.4% | $2,460+96.7% | $4,876-0.8% |
| Participant deferral / active EE | $3,000 | $4,498-33.3% | $3,438-12.7% | $5,439-44.8% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |