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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,820 | $111,301-69.6% | $112,977-70.1% | $158,982-78.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 17.19% | 26.40%-9.2pp | 24.24%-7.1pp | 302.99%-285.8pp |
| Employer contribution / active EE | $3,000 | $4,471-32.9% | $4,255-29.5% | $4,763-37.0% |
| Participant deferral / active EE | $0 | $5,880-100.0% | $5,836-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,252-100.0% |