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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,320 | $95,188-52.4% | $76,518-40.8% | $135,380-66.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.44% | 4.85%-9.3pp | -0.27%-4.2pp | 519.81%-524.2pp |
| Employer contribution / active EE | $4,545 | $3,303+37.6% | $2,647+71.7% | $4,779-4.9% |
| Participant deferral / active EE | $4,924 | $4,640+6.1% | $3,836+28.4% | $5,609-12.2% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |