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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,936 | $69,012-58.1% | $160,037-81.9% | $68,490-57.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | 24.39% | -9.65%+34.0pp | 408.95%-384.6pp | -7.85%+32.2pp |
| Employer contribution / active EE | $3,158 | $2,212+42.7% | $4,226-25.3% | $2,597+21.6% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,184-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,798-100.0% | $8,716-100.0% | $5,403-100.0% |