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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,895 | $93,124+22.3% | $77,100+47.7% | $134,545-15.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.31% | 62.68%-80.0pp | 42.35%-59.7pp | 418.37%-435.7pp |
| Employer contribution / active EE | $10,379 | $3,421+203.4% | $2,815+268.7% | $4,742+118.9% |
| Participant deferral / active EE | $10,954 | $5,242+109.0% | $4,430+147.3% | $6,401+71.1% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |