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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,180 | $174,018-57.9% | $136,833-46.5% | $198,609-63.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 10.34% | 35.16%-24.8pp | 35.32%-25.0pp | 202.70%-192.4pp |
| Employer contribution / active EE | $2,500 | $1,571+59.1% | $1,319+89.6% | $5,055-50.5% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $5,434-100.0% | $4,706-100.0% | $19,030-100.0% |