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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,922 | $43,236-63.2% | $82,763-80.8% | $77,906-79.6% |
| Participation rate | 89.9% | 64.2%+25.7pp | 72.6%+17.4pp | 73.7%+16.2pp |
| Annual return | 48.41% | 2.40%+46.0pp | 702.45%-654.0pp | 12.16%+36.3pp |
| Employer contribution / active EE | $978 | $1,924-49.2% | $3,008-67.5% | $2,846-65.7% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $4,395-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $5,325-100.0% | $133-100.0% |