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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,712 | $72,177-43.6% | $115,037-64.6% | $59,633-31.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.92% | 12.02%-12.9pp | 26.14%-27.1pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $8,934 | $2,841+214.4% | $4,608+93.9% | $2,203+305.6% |
| Participant deferral / active EE | $7,614 | $4,783+59.2% | $6,026+26.3% | $3,192+138.6% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |