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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,007 | $142,409-24.2% | $119,634-9.7% | $134,545-19.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.45% | -12.46%+2.0pp | -14.98%+4.5pp | 418.37%-428.8pp |
| Employer contribution / active EE | $9,771 | $5,224+87.0% | $4,232+130.9% | $4,742+106.1% |
| Participant deferral / active EE | $10,265 | $6,468+58.7% | $5,601+83.3% | $6,401+60.4% |
| Admin fee / account holder | $155 | $13,594-98.9% | $10,329-98.5% | $11,431-98.6% |