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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,825 | $85,766-59.4% | $136,298-74.4% | $70,126-50.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.79% | 31.46%-13.7pp | 5156.27%-5138.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $16,000 | $2,966+439.4% | $4,696+240.7% | $2,343+583.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |