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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,634 | $100,805+122.8% | $86,698+159.1% | $134,532+67.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.60% | 29.09%-46.7pp | 35.95%-53.5pp | 418.27%-435.9pp |
| Employer contribution / active EE | $15,840 | $3,490+353.9% | $2,837+458.4% | $4,741+234.1% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $100 | $10,925-99.1% | $7,493-98.7% | $11,429-99.1% |