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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,410 | $167,323-66.9% | $143,770-61.5% | $134,493-58.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.89% | 0.47%-18.4pp | -0.04%-17.8pp | 418.01%-435.9pp |
| Employer contribution / active EE | $7,001 | $5,619+24.6% | $4,951+41.4% | $4,740+47.7% |
| Participant deferral / active EE | $6,487 | $6,446+0.6% | $5,638+15.1% | $6,400+1.4% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,425-100.0% |