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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,774 | $158,852-36.6% | $121,220-16.9% | $135,379-25.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -1.80% | -0.64%-1.2pp | 16.94%-18.7pp | 519.79%-521.6pp |
| Employer contribution / active EE | $26,998 | $5,666+376.5% | $4,023+571.2% | $4,779+464.9% |
| Participant deferral / active EE | $17,000 | $4,006+324.4% | $3,345+408.2% | $5,609+203.1% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |