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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,650 | $84,487-67.3% | $125,358-77.9% | $66,923-58.7% |
| Participation rate | 98.3% | 76.4%+21.9pp | 82.4%+15.9pp | 69.8%+28.5pp |
| Annual return | 28.90% | -8.39%+37.3pp | 572.03%-543.1pp | 1.58%+27.3pp |
| Employer contribution / active EE | $5,164 | $3,553+45.3% | $4,814+7.3% | $2,545+102.9% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,447-100.0% | $4,237-100.0% |
| Admin fee / account holder | $2 | $685-99.7% | $10,007-100.0% | $593-99.7% |