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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,544 | $105,861-35.3% | $90,756-24.5% | $134,509-49.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.12% | -10.99%-3.1pp | -12.16%-2.0pp | 418.13%-432.3pp |
| Employer contribution / active EE | $6,378 | $3,463+84.2% | $2,922+118.3% | $4,741+34.5% |
| Participant deferral / active EE | $9,000 | $5,217+72.5% | $4,565+97.2% | $6,400+40.6% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,427-100.0% |