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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,224 | $93,124-66.5% | $77,100-59.5% | $134,545-76.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.14% | 62.68%-83.8pp | 42.35%-63.5pp | 418.37%-439.5pp |
| Employer contribution / active EE | $11,513 | $3,421+236.5% | $2,815+309.0% | $4,742+142.8% |
| Participant deferral / active EE | $6,689 | $5,242+27.6% | $4,430+51.0% | $6,401+4.5% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |