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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,233 | $62,549-38.9% | $85,705-55.4% | $85,851-55.5% |
| Participation rate | 86.1% | 61.1%+25.0pp | 69.9%+16.2pp | 69.3%+16.8pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.63%-318.6pp |
| Employer contribution / active EE | $18,061 | $1,755+928.9% | $2,619+589.7% | $2,565+604.0% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $168 | $4,644-96.4% | $6,877-97.6% | $6,261-97.3% |