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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,208 | $167,362-43.7% | $143,799-34.5% | $134,532-30.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.37% | 0.47%-15.8pp | -0.04%-15.3pp | 418.27%-433.6pp |
| Employer contribution / active EE | $5,375 | $5,620-4.4% | $4,952+8.5% | $4,741+13.4% |
| Participant deferral / active EE | $5,125 | $6,447-20.5% | $5,638-9.1% | $6,401-19.9% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |