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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,075 | $57,352-63.3% | $83,831-74.9% | $64,173-67.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 4.94% | 11.38%-6.4pp | 850.99%-846.1pp | 7.63%-2.7pp |
| Employer contribution / active EE | $8,600 | $2,546+237.9% | $3,631+136.8% | $2,381+261.2% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |