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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,607 | $95,979+40.2% | $74,551+80.6% | $135,380-0.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.22% | 56.97%-65.2pp | 32.53%-40.7pp | 519.81%-528.0pp |
| Employer contribution / active EE | $19,244 | $2,716+608.5% | $1,961+881.3% | $4,779+302.7% |
| Participant deferral / active EE | $13,139 | $3,844+241.8% | $3,108+322.7% | $5,609+134.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |