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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,967 | $152,597-50.9% | $117,533-36.2% | $134,532-44.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.94% | 53.04%-70.0pp | 29.77%-46.7pp | 418.27%-435.2pp |
| Employer contribution / active EE | $5,710 | $5,576+2.4% | $4,179+36.6% | $4,741+20.4% |
| Participant deferral / active EE | $4,763 | $4,821-1.2% | $4,072+17.0% | $6,401-25.6% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |