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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,418 | $80,763-58.6% | $102,412-67.4% | $74,459-55.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 11.58% | 27.57%-16.0pp | 24.94%-13.4pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $7,842 | $3,160+148.2% | $3,870+102.6% | $2,626+198.7% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $60 | $2,371-97.5% | $8,388-99.3% | $1,945-96.9% |