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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,025 | $134,001-55.2% | $112,258-46.5% | $134,509-55.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.40% | 47.15%-67.6pp | 27.47%-47.9pp | 418.13%-438.5pp |
| Employer contribution / active EE | $4,578 | $4,039+13.3% | $3,636+25.9% | $4,741-3.4% |
| Participant deferral / active EE | $3,269 | $5,291-38.2% | $4,728-30.9% | $6,400-48.9% |
| Admin fee / account holder | $212 | $7,491-97.2% | $6,411-96.7% | $11,427-98.1% |