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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,734 | $167,352-69.7% | $143,788-64.7% | $134,509-62.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.58% | 0.47%-17.1pp | -0.03%-16.6pp | 418.13%-434.7pp |
| Employer contribution / active EE | $5,096 | $5,620-9.3% | $4,952+2.9% | $4,741+7.5% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,400+110.9% |
| Admin fee / account holder | $30 | $18,091-99.8% | $14,675-99.8% | $11,427-99.7% |