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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,537 | $167,353-43.5% | $143,797-34.3% | $134,545-29.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -13.80% | 0.48%-14.3pp | -0.04%-13.8pp | 418.37%-432.2pp |
| Employer contribution / active EE | $17,713 | $5,620+215.2% | $4,952+257.7% | $4,742+273.6% |
| Participant deferral / active EE | $17,588 | $6,447+172.8% | $5,638+211.9% | $6,401+174.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |