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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,832 | $101,063-65.5% | $81,473-57.2% | $147,586-76.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $9,695 | $3,206+202.5% | $2,568+277.6% | $4,876+98.8% |
| Participant deferral / active EE | $7,588 | $4,242+78.9% | $3,537+114.5% | $5,439+39.5% |
| Admin fee / account holder | $113 | $5,812-98.1% | $4,561-97.5% | $10,886-99.0% |