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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,019 | $41,151-2.7% | $80,648-50.4% | $71,529-44.1% |
| Participation rate | 100.0% | 50.2%+49.8pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | 27.45% | 38.49%-11.0pp | 937.21%-909.8pp | 28.97%-1.5pp |
| Employer contribution / active EE | $1,476 | $1,513-2.5% | $2,724-45.8% | $2,590-43.0% |
| Participant deferral / active EE | $0 | $2,700-100.0% | $4,443-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,842-100.0% | $5,382-100.0% | $1,588-100.0% |