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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,250 | $115,903-84.3% | $100,528-81.8% | $158,966-88.5% |
| Participation rate | 0.0% | 81.6%-81.6pp | 79.4%-79.4pp | 82.0%-82.0pp |
| Annual return | 16.16% | 34.80%-18.6pp | 30.90%-14.7pp | 302.95%-286.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $40 | $11,000-99.6% | $8,084-99.5% | $11,250-99.6% |