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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,208 | $96,562-70.8% | $80,976-65.2% | $273,968-89.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.10%-17.1pp | 41.45%-41.5pp |
| Employer contribution / active EE | $14,208 | $4,868+191.9% | $3,714+282.5% | $4,869+191.8% |
| Participant deferral / active EE | $14,000 | $6,597+112.2% | $5,696+145.8% | $5,287+164.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,516-100.0% | $10,132-100.0% |