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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,947 | $99,032+94.8% | $80,022+141.1% | $135,380+42.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.33% | 15.39%-23.7pp | 11.22%-19.6pp | 519.81%-528.1pp |
| Employer contribution / active EE | $8,987 | $3,043+195.3% | $2,468+264.2% | $4,779+88.1% |
| Participant deferral / active EE | $10,121 | $4,282+136.3% | $3,686+174.6% | $5,609+80.4% |
| Admin fee / account holder | $6 | $10,436-99.9% | $6,521-99.9% | $10,828-99.9% |