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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,522 | $67,372+1.7% | $60,906+12.5% | $134,532-49.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.63% | 50.05%-67.7pp | 16.94%-34.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $4,098 | $3,099+32.2% | $2,703+51.6% | $4,741-13.6% |
| Participant deferral / active EE | $1,500 | $4,532-66.9% | $3,814-60.7% | $6,401-76.6% |
| Admin fee / account holder | $60 | $4,588-98.7% | $3,227-98.1% | $11,429-99.5% |