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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,475 | $105,861-69.3% | $90,756-64.2% | $134,509-75.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.25% | -10.99%-5.3pp | -12.16%-4.1pp | 418.13%-434.4pp |
| Employer contribution / active EE | $5,908 | $3,463+70.6% | $2,922+102.2% | $4,741+24.6% |
| Participant deferral / active EE | $6,833 | $5,217+31.0% | $4,565+49.7% | $6,400+6.8% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,427-100.0% |