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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,963 | $102,638-77.6% | $81,982-72.0% | $158,982-85.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 10.60% | 61.05%-50.5pp | 41.31%-30.7pp | 302.99%-292.4pp |
| Employer contribution / active EE | $3,333 | $3,241+2.9% | $2,498+33.4% | $4,763-30.0% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |