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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,100 | $107,030-73.7% | $73,550-61.8% | $147,586-81.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 8.17% | 38.25%-30.1pp | -15.16%+23.3pp | 578.59%-570.4pp |
| Employer contribution / active EE | $6,719 | $1,760+281.7% | $1,219+451.1% | $4,876+37.8% |
| Participant deferral / active EE | $5,958 | $2,458+142.4% | $1,804+230.3% | $5,439+9.6% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |