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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,514 | $93,124-44.7% | $77,100-33.2% | $134,545-61.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 6.49% | 62.68%-56.2pp | 42.35%-35.9pp | 418.37%-411.9pp |
| Employer contribution / active EE | $1,250 | $3,421-63.5% | $2,815-55.6% | $4,742-73.6% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |