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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,793 | $158,852-40.3% | $121,220-21.8% | $135,379-30.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -2.94% | -0.64%-2.3pp | 16.94%-19.9pp | 519.79%-522.7pp |
| Employer contribution / active EE | $12,025 | $5,666+112.2% | $4,023+198.9% | $4,779+151.6% |
| Participant deferral / active EE | $6,010 | $4,006+50.0% | $3,345+79.7% | $5,609+7.1% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |