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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,084 | $75,388-50.8% | $123,553-70.0% | $55,725-33.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | 23.11% | 4.48%+18.6pp | 119.21%-96.1pp | 244.93%-221.8pp |
| Employer contribution / active EE | $2,224 | $3,063-27.4% | $4,628-51.9% | $2,078+7.0% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |