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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,097 | $77,416-32.7% | $69,464-25.0% | $152,897-65.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 22.24% | 39.08%-16.8pp | 28.98%-6.7pp | 345.43%-323.2pp |
| Employer contribution / active EE | $2,598 | $3,315-21.6% | $2,779-6.5% | $4,764-45.5% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |