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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,529 | $72,303+62.6% | $86,698+35.6% | $64,824+81.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -12.61% | 392.77%-405.4pp | 35.96%-48.6pp | 32.84%-45.5pp |
| Employer contribution / active EE | $8,594 | $2,393+259.1% | $2,837+202.9% | $2,507+242.8% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,492-100.0% | $188-100.0% |