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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,672 | $71,534-33.4% | $98,462-51.6% | $71,529-33.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 80.13% | 32.44%+47.7pp | 21.17%+59.0pp | 28.97%+51.2pp |
| Employer contribution / active EE | $5,162 | $2,399+115.2% | $3,049+69.3% | $2,590+99.3% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,677-100.0% | $8,875-100.0% | $1,588-100.0% |