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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,163 | $101,063-81.0% | $81,473-76.5% | $147,586-87.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $9,563 | $3,206+198.3% | $2,568+272.4% | $4,876+96.1% |
| Participant deferral / active EE | $9,600 | $4,242+126.3% | $3,537+171.4% | $5,439+76.5% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |