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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,745 | $100,792-64.5% | $86,691-58.8% | $134,509-73.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -3.93% | 29.08%-33.0pp | 35.94%-39.9pp | 418.13%-422.1pp |
| Employer contribution / active EE | $4,463 | $3,491+27.9% | $2,837+57.3% | $4,741-5.8% |
| Participant deferral / active EE | $10,959 | $5,339+105.3% | $4,656+135.4% | $6,400+71.2% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |