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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,401 | $167,352-26.9% | $143,788-14.9% | $134,509-9.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.03% | 0.47%-19.5pp | -0.03%-19.0pp | 418.13%-437.2pp |
| Employer contribution / active EE | $2,191 | $5,620-61.0% | $4,952-55.8% | $4,741-53.8% |
| Participant deferral / active EE | $10,875 | $6,447+68.7% | $5,638+92.9% | $6,400+69.9% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |