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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,982 | $154,145-79.9% | $130,014-76.2% | $139,427-77.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 16.42% | 32.49%-16.1pp | -137.22%+153.6pp | 373.27%-356.9pp |
| Employer contribution / active EE | $10,436 | $5,290+97.3% | $4,320+141.6% | $4,752+119.6% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $14,009-100.0% | $10,616-100.0% | $11,404-100.0% |