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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,531 | $107,030-70.5% | $73,550-57.1% | $147,586-78.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 0.27% | 38.25%-38.0pp | -15.16%+15.4pp | 578.59%-578.3pp |
| Employer contribution / active EE | $9,000 | $1,760+411.2% | $1,219+638.2% | $4,876+84.6% |
| Participant deferral / active EE | $0 | $2,458-100.0% | $1,804-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |