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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,372 | $104,336-67.1% | $159,487-78.4% | $86,821-60.4% |
| Participation rate | 99.0% | 77.7%+21.3pp | 82.8%+16.1pp | 72.3%+26.7pp |
| Annual return | 15.30% | 26.32%-11.0pp | 263.71%-248.4pp | 97.94%-82.6pp |
| Employer contribution / active EE | $3,525 | $3,451+2.1% | $4,831-27.0% | $2,406+46.5% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,804-100.0% | $170-100.0% |