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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,298 | $67,372-37.2% | $60,906-30.6% | $134,532-68.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.34% | 50.05%-65.4pp | 16.94%-32.3pp | 418.27%-433.6pp |
| Employer contribution / active EE | $16,312 | $3,099+426.3% | $2,703+503.4% | $4,741+244.0% |
| Participant deferral / active EE | $8,288 | $4,532+82.9% | $3,814+117.3% | $6,401+29.5% |
| Admin fee / account holder | $261 | $4,588-94.3% | $3,227-91.9% | $11,429-97.7% |