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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,417 | $58,726-55.0% | $92,240-71.4% | $62,293-57.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 21.98% | 43.62%-21.6pp | 176.29%-154.3pp | 28.90%-6.9pp |
| Employer contribution / active EE | $2,866 | $2,392+19.8% | $3,680-22.1% | $2,042+40.3% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |