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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,457 | $142,361-82.8% | $119,608-79.6% | $134,509-81.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.06% | -12.46%-3.6pp | -14.98%-1.1pp | 418.13%-434.2pp |
| Employer contribution / active EE | $5,800 | $5,224+11.0% | $4,232+37.0% | $4,741+22.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |