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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,156 | $95,975-2.9% | $74,549+25.0% | $135,379-31.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.05% | 56.96%-63.0pp | 32.53%-38.6pp | 519.79%-525.8pp |
| Employer contribution / active EE | $3,620 | $2,716+33.3% | $1,961+84.6% | $4,779-24.3% |
| Participant deferral / active EE | $12,250 | $3,844+218.7% | $3,108+294.1% | $5,609+118.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |