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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,700 | $87,016+62.8% | $63,244+124.1% | $125,388+13.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -1.61% | 21.71%-23.3pp | -70.31%+68.7pp | 282.24%-283.9pp |
| Employer contribution / active EE | $9,983 | $3,601+177.2% | $2,322+329.9% | $4,866+105.2% |
| Participant deferral / active EE | $11,852 | $3,939+200.9% | $2,953+301.3% | $5,352+121.5% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |