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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,697 | $167,362-78.7% | $143,799-75.2% | $134,532-73.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.29% | 0.47%-19.8pp | -0.04%-19.2pp | 418.27%-437.6pp |
| Employer contribution / active EE | $3,586 | $5,620-36.2% | $4,952-27.6% | $4,741-24.4% |
| Participant deferral / active EE | $18,884 | $6,447+192.9% | $5,638+234.9% | $6,401+195.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |