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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,746 | $154,145-59.9% | $130,014-52.5% | $139,427-55.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.20% | 32.49%-13.3pp | -137.22%+156.4pp | 373.27%-354.1pp |
| Employer contribution / active EE | $2,479 | $5,290-53.1% | $4,320-42.6% | $4,752-47.8% |
| Participant deferral / active EE | $8,984 | $6,711+33.9% | $5,821+54.4% | $6,711+33.9% |
| Admin fee / account holder | $0 | $14,009-100.0% | $10,616-100.0% | $11,404-100.0% |