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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,872 | $60,165-55.3% | $74,184-63.8% | $55,167-51.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 18.53% | 10.00%+8.5pp | 17.74%+0.8pp | 169.23%-150.7pp |
| Employer contribution / active EE | $9,848 | $1,600+515.7% | $2,370+315.5% | $1,963+401.8% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $25 | $419-94.0% | $5,586-99.5% | $504-95.0% |