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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,297 | $33,232-20.9% | $71,796-63.4% | $63,975-58.9% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.1%+30.9pp | 71.1%+28.9pp |
| Annual return | 9.49% | 11.99%-2.5pp | 78.04%-68.5pp | 48.65%-39.2pp |
| Employer contribution / active EE | $1,411 | $723+95.1% | $1,924-26.7% | $2,182-35.3% |
| Participant deferral / active EE | $0 | $1,604-100.0% | $2,794-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $63-100.0% | $4,815-100.0% | $70-100.0% |