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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,138 | $167,323-42.5% | $143,770-33.1% | $134,493-28.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.93% | 0.47%-16.4pp | -0.04%-15.9pp | 418.01%-433.9pp |
| Employer contribution / active EE | $20,000 | $5,619+255.9% | $4,951+303.9% | $4,740+321.9% |
| Participant deferral / active EE | $20,500 | $6,446+218.0% | $5,638+263.6% | $6,400+220.3% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,425-100.0% |