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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,271 | $110,410-76.2% | $102,437-74.4% | $145,897-82.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.88% | 24.85%-15.0pp | 24.95%-15.1pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,000 | $4,217-76.3% | $3,871-74.2% | $4,663-78.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |