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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,124 | $52,961-41.2% | $172,752-82.0% | $65,185-52.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 18.25% | 30.12%-11.9pp | 802.97%-784.7pp | 29.38%-11.1pp |
| Employer contribution / active EE | $4,663 | $2,190+112.9% | $5,144-9.4% | $2,177+114.2% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,955-100.0% | $847-100.0% |